Stop juggling spreadsheets. Manage clients, track renewals, and close more deals with a CRM designed specifically for insurance professionals.
CRM Dashboard Screenshot
Contact info in one file, renewal dates in another, notes in emails... you never have the full picture when a client calls.
No automated reminders means renewals slip through the cracks. By the time you remember, another broker has already called.
How many prospects are you working? What's the total value? When will they close? Without a pipeline, you're flying blind.
Every new contact means typing the same fields over and over. Importing a list? Good luck with duplicates and mismatched data.
Not another generic CRM. Every feature designed for the benefits industry.
Make 3x more calls with intelligent prioritization. Our call queue knows who to call next based on follow-up dates, last contact, and deal value. Progressive mode auto-dials, Review mode lets you prep before each call.
Call Queue Screenshot
Pipeline Screenshot
See your entire pipeline at a glance with weighted forecasting. Drag-and-drop deals between stages, track probability-weighted revenue, and never lose sight of what's about to close.
Auto-updating lists that work while you sleep. Set criteria once and your lists automatically update as contacts match. "Renewals in 60 days" or "No contact in 90 days" — always current.
Dynamic Lists Screenshot
Email Composer Screenshot
Send personalized emails to hundreds in minutes. Gmail-style composer with merge fields, templates, and bulk sending. Every email logged automatically to the contact record.
Import thousands of contacts with smart duplicate detection. Intelligent field mapping suggests the right columns, and you choose how to handle duplicates — skip, update, or merge.
Import Screenshot
From Salesforce, HubSpot, and spreadsheets
| Feature | Spreadsheets | Generic CRMs | BenefitMAX |
|---|---|---|---|
| Benefits industry features | ✗ | ✗ | ✓ |
| Smart call queue | ✗ | $$$ | ✓ |
| Dynamic lists | ✗ | $$$ | ✓ |
| Built-in email with merge | ✗ | $$$ | ✓ |
| Learning curve | Low | High | Low |
| Price | Free | $150+/mo | $50/mo |
Join brokers who've transformed their practice with BenefitMAX CRM. Start your free trial today.
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