Grow Your small group book of business

Leverage our streamlined, intuitive software that will make generating proposals, completing client enrollments, and processing renewals a breeze.

How does it work?

We provide carriers and brokers with the right set of tools to collaborate during the small business sales cycle -- from beginning to end.

Prospect

Grow the sales pipeline

Quote

Improve broker to client touchpoints

Enroll

Streamline your enrollment process

Renew

Take action on renewal

Measure

Analyze data insights to make informed decisions

Why InsuranceMenu?

 
 
Work Flow
 

Automate Processes

Eliminate handwritten paper forms and let EDI and auto-filled PDF group applications feed clean data into your system

 
 
Online Shoping
 

Drive New Sales

Deploy web storefronts so small businesses can instantly compare plans and rates, increasing exposure to your products

 
Affiliate

 

Stay Competitive

Keep up with the competitive landscape shifting to digital distribution models and be up and running in a matter of weeks

Our Platform

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Prospect More Leads

Web storefronts stocked with your products so that new leads can instantly browse products and be routed to agents to close the sale.

 

Quote Faster And Track Status

Quickly send multi-line proposals to prospects and track status. Get notified when the proposal has been viewed or approved. Save your most popular proposals for quick re-use on new prospects.
 

 

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Enroll With Ease

Assign closed sales to your account team to monitor enrollment status and invite groups to self-enroll online. Batch enrollment tools to complete elections on behalf of employees with just a few clicks. EDI enrollment feeds and auto-filled PDFs so that clean and accurate data is delivered to carriers.

 

Renew And Cross-Sell

Consolidated dashboard to work on upcoming renewals. Quickly see cross-sell and up-sell opportunities. Send renewal proposals with multiple plan options. Easily enroll groups in new lines, make changes to existing benefits, and submit renewals to the carrier.
 
 

 

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Measure With Insight

Drive strategic planning with channel analytics that only a digital platform can provide. Understand consumer preferences, product appeal, and marketing program impact. Improve conversions and exceed sales targets.
 

 

Easy and Simple to Use for All Levels.

Leverage the intuitive software that saves you time and will help grow your business.