More Support. Less Hassle. More Sales.
BenefitMall California Regional Broker Resources
To help you thrive and keep your business running smoothly, we’ve compiled your most-requested resources and key contact information in one location—because we know what makes you unstoppable is YOU.
Technology | BenefitMall Rewards Incentive Program | Value-Added Opportunities | California Locations
New Business Submissions
Hours: 8am - 5pm; Monday - Friday
Phone: 855-563-1948 (option 3)
Contact us for: New group submissions
- Preparing new groups for carrier implementation, maintaining carrier communications during submission
- Identifying missing information, entering enrollment date into carrier portals
Hours: 8am - 5pm; Monday - Friday
Phone: 855-563-1948 (option 4)
Contact us for: Member issues, group issues, broker commission issues
- Adding dependents, employee and dependent terminations, copy of ID cards
- Terminations, address change, billing issues, reinstatements, COBRA
Hours: 8am - 7pm; Monday - Friday
Phone: 844-iGuy-Help (844-448-9453)
Contact us for: Agency Workspace, Client Ready Quote System, Online Enrollment, BenefitMall Marketplace
- Login help, system issues
- System questions, navigation, walk throughs
Securely submit your client's manual enrollments quickly and easily with Secure Submission—now available directly from the Quick Actions toolbar in Agency Workspace!
Technology Solutions that Give You a Competitive Advantage
BenefitMall Marketplace Powered by Ease®
Meet your customers where they are—online with a completely digital solution for the modern workforce: BenefitMall Marketplace powered by Ease. It’s secure, paperless, cohesive, and available to our brokers at no cost—and it’s something no other general agency can offer.
Not yet using BenefitMall Marketplace? What are you waiting for?
Schedule your free demo today with your Regional Technical Consultant!
BenefitMall has invested millions of dollars in secure digital technologies because we're invested in helping you, our brokers and agencies, retain and grow your book of business in today's competitive landscape. And it all begins in Agency Workspace.
Agency Workspace User Guide
Securely manage your book of business from quote to enrollment in one secure location.Download Guide
Quoting Made Easy
Create side-by-side plan comparisons and branded proposals with Client Ready Quote System (CRQS). .Watch CRQS Video
BenefitMall Marketplace Guide
Learn more about the two-way integration with BenefitMall and Ease and see how it works.Download Guide
Visit the Compliance Center for...
- Broker Compliance Alerts
- Webinar Library
- Compliance Resources
- Continuing Education
Simple. Seamless. Secure.
Agency Workspace is your single, seamless, and secure online location to manage your entire BenefitMall book of business—from quote to enrollment.
Visit the Agency Workspace page to access additional resources.
More Rewarding Ways to Celebrate Your Success
The BenefitMall Annual Summit Trip and the Power of YOU rewards have been combined into one amazing annual incentive program. You can now qualify for one of three reward tiers when you place new business with BenefitMall. Southern California's legendary laid-back luxury awaits you and a guest when you qualify for the top tier reward—the 2024 BenefitMall Summit at the iconic Waldorf Astoria Monarch Beach Resort & Club.
Offering non-medical plans such as dental and vision along with value-added products and services that offer tax advantages or keep your customers compliant can help set you apart from your competition.
Contact Patti Reimer, your Value-Added Sales Executive to learn more: firstname.lastname@example.org | (925) 969-3203.
Dental & Vision
With changing employee expectations, there's a higher demand than ever for non-medical benefits.Watch Video
COBRA is likely an employer's highest unfunded liability—so offer COBRA every time.Learn More
FSA & DCAP Administration
Provide the Flexible Spending Account (FSA) and Dependent Care Assistance Plans (DCAP) your clients are expecting.Learn More
2100 Geng Road Suite 210 Office 230
Palo Alto, CA 94303
Phone: (925) 969-3200
Toll-Free: (800) 354-6926
Fax: (925) 969-3238
6200 Canoga Avenue Suite 350
Woodland Hills, CA 91367
Phone: (818) 348-1200
Toll-Free: (800) 877-0101
Fax: (818) 226-6524
Need Digital Support? Contact iGuy Today.
844-iGuy-Help (844-448-9435) | DigitalSupport@benefitmall.com