Broker Solutions

A.D.A.M.’s Broker Solutions products provide brokers with access to a powerful and comprehensive suite of tools to help them manage their agencies and add value to their client relationships. These products create an optimal client experience which ultimately leads to new deals and higher client retention rates for our brokers.

Our Solutions for Brokers include AgencyWare, an end-to-end agency management system which manages RFPs and tracks commissions; Advisor Tools, a web-based broker toolbox featuring the BNA Toolkit and an industry benchmarking report; and Client Community, a two-way communication portal for brokers and clients to interact, disseminate news and exchange documents securely.

Brokers provide value to their clients and improve client retention by offering A.D.A.M.’s Solutions for Employers. This product suite includes our award-winning Benergy® Communications Platform, a valuable source for managing benefits tools and information; Enrollment Services, an online solution that allows employees to view and enroll in their benefits plans quickly and easily; and a suite of Financial Services, which includes services such as FSA and COBRA administration.


Broker Tools

As a broker, you deliver advice and solutions to meet your clients’ needs. Our Broker Solutions provide you with comprehensive tools to manage your entire agency, cultivate prospects and retain clients, and provide best-in-class tools and resources so that that you and your clients can achieve your business goals. 

These powerful and intelligent resources are designed to give insurance brokers an edge in advising clients on benefit and HR issues.


 
Solutions for Employers

The Benergy System is the platform that supports Employer Solutions offerings. This system hosts a comprehensive set of solutions to achieve your employer clients’ benefits and HR goals.

Through this Web-based tool, companies can demonstrate their dedication to employees by putting them in touch 24/7 with benefits, health, compensation and human resources programs.