Built by a Broker
The Benelinx software was a vision of mine for over 15 years. Having started in the health insurance industry in the late 90’s I realized how far the industry needed to go to stay current with technology. Over many years and multiple ideas of how to build a system, I accidentally was made aware of Salesforce.
After some research and a market proposal, I was blown away at the potential this platform had to offer AND how affordable it was to lease. Still, the Salesforce App Exchange had not been rolled out and the only “package” available to purchase was a Property and Casualty Insurance package. So I bought it and quickly realized that I was going to have to basically rebuild the entire platform.
Slowly, with only the resources of my new but growing firm, RiteHealth Solutions, I started to build out a custom package specifically for my Life and Health Insurance brokerage firm.
Why did I need an Agency Management System? RiteHealth Solutions purchased two brokerage firms in 2014 and with that significant increase in volume of business, I had to have a more efficient system for managing, tracking and renewing business. Then there were new sales added into the mix. Oh and healthcare reform and rates going up and carriers commissions going down. (And getting married and having a child). I am sure you have a similar story. Do more with less?
People ask me if RiteHealth Solutions is a successful firm because of my Salesforce platform or is my Salesforce platform a success because of my Agency? I would honestly say, both. I couldn’t have done either without the other.
So can you rely on this platform to improve your business operations? YES
Can I guarantee you that you will increase your time available for new sales? YES
Will your clients be happier with the promptness of your responses, renewals and marketing materials? YES
Will your clients LOVE the Client Community? YES
So as the incredible Dr. Seuss once wrote:
be your name Buxbaum or Bixby or Bray
or Mordecai Ali Van Allen O’Shea,
you’re off to Great Places!
Today is your day!
Your mountain is waiting.
So…get on your way!”
I would be honored to show you our system and can’t wait to help you grow and succeed even beyond your wildest expectations!
Rachel Zeman, Founder of Benelinx and RiteHealth Solutions