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Agency Workspace

You Asked…and We Listened! Agency Workspace

For more than 40 years, BenefitMall has provided the Broker community with exceptional service.  Now, we are exceeding that service with cutting-edge technology that you need to succeed in our evolving marketplace.

You asked for more – more efficiencies, more visibility, more training, more communication and more simplified tools.  We listened. Agency Workspace is the first of many new BenefitMall tools and services to come.

We are proud to say that Agency Workspace is the most innovative and impressive tool you will find with General Agency services. It is more than just an updated Broker Workspace. It is a complete Agency portal that makes your partnership with BenefitMall  the ideal experience.

Visibility Through Transparency

Agency Workspace starts with improved visibility for both Agency and Agent. This tool will support Agencies of one or many Agents, providing a seamless experience.  With our new portal, you will be able to see your entire BenefitMall book of business in a comprehensive, yet easy-to-use tool that brings transparency and visibility to our entire partnership.  

The Agent visibility in terms of new and renewable business has never been better. Agency Workspace encourages better decisions by allowing brokers to initiate and track data requests, facilitate new quotes, and more. Brokers can even request BenefitMall assistance directly from within Agency Workspace.

Increased Operational Productivity for Everyone

No technology is worth the  investment if it does not enhance productivity. We get that. So, our product developers made sure that Agency Workspace increases operational productivity at every opportunity. The tool ensures both Agents and BenefitMall are in sync from pre-sale to post-sale, plus:

• Auto-indexes documents uploaded by Agents
• Offers self-service capabilities directly in the portal
• Allows Agents to upload license information
• Tracks progress towards the annual incentive trip
• Streamlines the process of adding and removing brokers from a given Agency
• Reduces the need for Agencies and Agents to place support calls with a robust online help center, customer service chat, and a new Digital Support Team

These capabilities are just the start of the productivity benefits of Agency Workspace. 

Getting Back to What You Do Best - Your Business!

At the end of the day, Agency Workspace is all about making your life as an Agent or Agency owner easier. We want you to spend more time on your business and less time trying to find the answers you need when and how you want. We believe you’ll find Agency Workspace is everything you expect a modern Agent portal to be.

And, if we hit the mark – and we believe we have – all of us will be better off for it. You will spend more of your time developing your business and servicing customers. We will provide you faster, more efficient service through a cutting-edge tool that ensures we are all on the same page and providing your clients the service they deserve. 

You will succeed, and so will we. That is what Agency Workspace is all about.



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