Agent Tools

Agent Tools

REACH CRM

Get free access to an automated CRM.

- Client Management

- Sale Pipeline Management

- Automated Emails & Text Messages

- Funnel Builder

- Reputation Management

- Social Media Automated Management

- Mobile App

1-on-1 Marketing Support

We take a unique 1-on-1 approach to all marketing. Some agents work best face-to-face, other agents like doing enrollments over the phone. There is no on-size-fits-all solution. We can help you develop personalized marketing materials, both physical and digital. Get help with everything from SEO to marketing events.

Website Development

Free custom website building. We work with you 1-on-1 with you as the agent to build out a website that represents every part of your business.

Quoting & Enrollment Platform

Easy to use quoting and enrollment platforms for Medicare. Medicare Advantage, Medicare Supplement, and Prescription Drug Plans all in one place. Send Scope of Appointments and manage applications.

Lets Grow Together

At The Benefits House, we are committed to helping independent insurance agents and brokers succeed. Join us and discover new opportunities to grow your business and better serve your clients.

Licensed In All 50 States.