How can ClearBenefits help streamline the way my firm provides service to our clients?
The greatest expense for service firms, including insurance brokerages, is payroll of service and support staff. The degree of accessibility to complete, accurate, and current information can significantly affect these costs for most insurance brokerages. ClearBenefits allows inexpensive brokerage access to all key client details, including policy numbers, effective dates, coverage details, location information and associated employee eligibility, census data, employee enrollment status, PCP information, dependent details, payroll deductions, and employee eligibility.