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Empower Your Sales with Expert Account Management

Seamless integration, comprehensive tools, and dedicated support tailored to boost your insurance business.

Start Transforming Your Lead Strategy
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Seamless CRM Integration

Automatically updates your CRM with new lead information in real time, ensuring that your data is always current and actionable.

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Your All-in-One Agent Portal

Navigating the Portal

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Key Features

Lead Management

Lead Management

Effortlessly view, return, and provide disposition data on your leads, optimizing management and lead quality for continuous improvement.

Invoicing

Invoicing

Manage your finances efficiently within the Agent Portal by viewing invoices and updating your payment methods with ease.

Settings & Preferences

Settings & Preferences

Update your contact details, schedule vacations pends, and change your password all in one convenient location.

Dedicated Customer Success Team
Rely on Benepath's customer success team for thorough support, including dedicated onboarding assistance and prompt responses to any questions or concerns you may encounter.