InsurTech Spotlight: BeneOffice


Company: BeneOffice Canada Inc.


Business Category: A technology provider of InsurTech tools to insurance practitioners

Maturity Status: Startup (less than 3 years since product went into production)

Product or Service: Employee Benefits Insurance Agency Operations Software for Canadian insurance brokers

Area: Life & Health insurance

Canadian Employee Benefits Insurance Agency Software.

In one word – DISTRIBUTION – in the Employee Benefits & Group Retirement marketspace.

BeneOffice Canada Inc. is a complete Employee Benefits Brokerage Office Technology platform to assist Small, Medium and Large Insurance Brokers in Selling, Servicing and Renewing Employee Benefits Programs. Our InsurTech software enhances the flow through of transactions, reducing manual intervention, time and expenses from the process for Customers, Brokers and Insurance Companies. The results provide greater financial outcomes for all parties. Doing more with less time in order to manage and leverage for a greater overall insurance experience.

Specialties: Task Monitoring, Client Profiles, Employee Benefits, Group Retirement, Individual Insurance, Group Requests for Proposal (RFP), Group Renewal Calculator, Commission Tracker, Resources Center, Insurer & Supplier Catalogue, Electronic Administration Kit, Newsletter Builder, Brokerage Operations, Business Development, Budgets, Human Resources, Compliance, Reports, Broker Team Set Ups, and MyGroupROBO.

What makes us an InsurTech:

We had searched for years for a Canadian solution for the Employee Benefits marketplace for automating Insurance Brokerage Operations and could not find one. So we decided to build the InsurTech solution that would make the day-to-day operations and processes of an Employee Benefits Broker so much easier and free up their Team to spend more time on Client human touching items that would benefit their clients’ needs. It also allows in turn for a substantially more positive growth experience for the Insurance Brokers and the Insurance Companies they work with.

Major features & technology used:

Empowering Insurance Professionals to compete in a digital world by managing critical parts of their operations at a price that fits the ongoing budget and needs. Business innovation for the entire distribution network. A simpler way to have a client management system, evaluate quotes, analyze renewals, cross selling activity and more. Enhancing the flow through of transactions and reduce manual intervention, time and expenses from the process for both brokers and insurance companies. Around-the-clock access to client management tools, product manuals and all the forms they will need. Anytime, anywhere, without friction or delay. Creating intelligent interactions between Insurers, Brokers and Customers. Now the digital age is taking real time data and insights to drive profitable growth. Specifically designed for Employee Benefit Brokers across Canada. In a business environment where the end user security and compliance is everything.

About BeneOffice

Helping employee benefits professionals compete in a digital world.

There is always a way to make distribution more efficient, more productive and more profitable.

As an InsurTech, that is what we do.

For more information, please visit

Source: BeneOffice Canada Inc.

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