Automated Group Benefits
Automated Group Benefits is a business automation system developed specifically for General Agencies (GA) and the Employee Benefits Industry. AGB allows GA's to increase the productivity and efficiency of their businesses by incorporating seamless integrated state-of-the-art software. Automated Group Benefits can be provided as a fully turnkey system. All support is provided by our dedicated support staff ensuring that you can focus on building business.
Broker Portal
AGB allows you, as a GA, to give 24/7 access to your brokers. Your brokers can obtain instant individual health quotes, view client and policy information as well as view commission statements and other activity. AGB can be your broker's business software.
Features & Specs
Track tasks, time and more
AGB contains an integrated tasking system to link tasks and notes to each record in the system. This ensures that renewals, deadlines and other tasks are completed.
Broaden your business
AGB supports all lines of business and gives you the ability to create custom spreadsheets.
Manage contacts and clients
AGB contains reporting tools to manage clients and their related books of business including payment history and plan information with summary of benefits.
Complete commissions tracking
AGB is able to track commissions and account information, as well as split commissions, calculate and print checks, send electronic payments and manage payment history.
Know where you stand
AGB has an extensive reporting system to help you manage your clients and related book of business. In addition, you can see your financial records at a glance.