Integration | Bentech – Benefits Administration and Brokerage Firm

end to end solution for brokerage &
benefit administration firms

Salesforce CRM

smart-quote sits on top of salesforce crm and can easily be developed onto sandbox or production environment in no time.

Microsoft Dynamics CRM

plug and play model for clients on microsoft dynamics 365 crm

SaaS Model

for customers who are neither on salesforce nor on dynamics 365, smart quote is also available as software-as-a-service (saas) model

A prime tool for executives in brokerage and healthcare insurance.

BENTECH creates an encyclopedia of knowledge about your customer base.

You can gain insight into customers' needs, plan benefits, and member service history across all service areas and channels.

next generation sales tool

empowers sales team by providing ai & predictive science optimized suggestions
likely to convert into an order.

Guided selling & intuitive Wizard

Need to add a new item during quote configuration?

Dynamic Pricing

Central repository to configure and maintain price books

Calculate P&L

Smart-Quote provides revenue forecasting and P&L calculation

Comprehensive Insights

Empowers users by providing Ai & Predictive science

Generate Smart-Quote

Formulate a proposal, performa and a quote

Contract Execution

Automate contracts, approval, e-signatures.

Bentech’s CPQ shortens sales cycles, increases sales
productivity, maximizes revenues

bentech is blockchain hyperledger enabled

It's Blockchain-Hyperledger enabled, and it's custom engineered specifically for brokerage and benefit administration companies.

bentech covers end to end customer acquisition process

From leads to opportunities, quote to order, contract execution to order fulfillment, and integrating work flow to downstream ERP systems.

planning for cpq success

Companies have implemented BENTECH in as little as two weeks using guided implementation packages.

are you a healthcare marketplace operator (Benefit administration or a brokerage firm)?

You need SMART-QUOTE; a CPQ solution designed just for you!

Breakthrough for Brokerage and
Healthcare Providers

The underlined features are just a few of the numerous features that the system provides that makes life easier for insurance firms.

NO CPQ PLATFORM FOR BENEFITS ADMINISTRATION & BROKERAGE FIRMS

There is no configure price quote solution in the market designed specifically for benefits administration/brokerage organizations. And this often requires the ability to set up complex service variables, packages, commission split models, ability to forecast revenue, and calculate profit and loss in real-time before a quote is sent out to potential customers.