Agency Workspace

Instrumental. Innovative. Ideal.
Agency Workspace offers seamless support of quoting, enrollment and beyond.

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Your Business. One secure location.

Every aspect of your BenefitMall business in one single, secured space. You can expect to manage your BenefitMall book of business, successfully run your entire quote-to-enrollment process, review upcoming renewals, access Carrier documents and information, track commissions and rewards, and simply navigate each available tool.

Transparent & Secure

Backed by industry-leading security for cloud-based applications, Agency Workspace offers a transparent platform to manage your entire BenefitMall book of business.

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Broker Dashboard

Get quick, easy access to all your recent activity in Agency Workspace from quoting to enrollments to support cases—including high visibility to the upcoming renewals. Easily access user management, quoting, training and user preferences.


Carrier Center

Gain instant access to critical carrier information, tools and resources for the carriers you work with.


Quoting & Enrollment

Provide your clients with the right plans—from medical and ancillary to voluntary. Leverage a streamlined quoting process combined with our secure enrollment platform to provide better service to your clients.



Get access to our expertly trained Digital Support Team—available by email, live chat or phone to provide answers to your most pressing questions.

Instrumental. Innovative. Ideal.

Agency Workspace offers seamless support of quoting, enrollment and beyond.

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Book of Business

Track your business by carrier, get your commissions, and view your incentive trip status.



Fast, accurate, client-ready quotes and proposals from multiple Carriers for multiple lines of coverage.


Online Enrollment

Ensure faster processing times through this paperless enrollment solution.


User Management

Control who in your agency has access to what information by creating an agency hierarchy.


Clients & Accounts

Quickly access a complete list of your BenefitMall Clients through search and filter features.


Carrier Center

Access carrier forms, plans, commissions, cut-off dates, search provider networks and more.


Help Center

Submit tickets to our team for help with Agency Workspace, quoting and enrollment via live chat, email or phone.


Personalized Workspace

Easily create and edit your personal information. Manage your licenses and carrier appointments.

Benefits Administration

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Simple. Seamless. Secure.

Agency Workspace digitalizes the entire quote to enroll experience, allowing you to manage your clients in one secure location.

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