Benevaro is one workspace for health insurance agencies and brokers. Leads, households, quotes, proposals, enrollment tracking, your book and your commissions live in one place, for every line you sell.
Entered by J. Rivera on Oct 9, effective Jan 1, 2027. The client opened the proposal link the same day; it expires in 14 days.Source: manual entry
Checklist complete. The policy turns active only when the carrier confirms it.
Every step happens on the same record, so nothing is retyped and nothing falls between systems.
Every lead keeps its source and a record of each consent: what, when, which disclosure and any revocation.
People, dependents, contact details, notes, tasks and every touch, kept on the household.
Quotes show where their numbers came from. Proposals go out side by side on a private link that expires.
A checklist per line, the handoff link, and each status change logged until the carrier confirms.
Verified policies, service requests and renewal reminders at 90, 60 and 30 days.
Import carrier statements, match them to policies, split them down the agency tree and work the exceptions.
Only confirmed policies count. No rate is ever invented.
An application stays submitted until the carrier confirms it, so your book and your commission forecast count real policies, not hopeful ones.
Each quote carries its source, time, effective date and assumptions, and producers only see carriers they are appointed with.
Every consent is recorded with its disclosure version, and an opt-out applies at once on every channel.
Commission tools match statements and split them down your agency tree. Benevaro never holds premium money or pays producers.
ACA, Medicare, small group, healthshare and ancillary, switched on per agency, each with its own required wording.
Book a walkthrough. We'll show you a sample agency, from first lead to reconciled commission, and talk through the lines you sell.