OnlineBenefits Releases AgencyWare 3.0

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System upgrades improve customer data management for benefits brokers.

OnlineBenefits today announced the newest version of AgencyWare, its Internet-enabled agency management system designed specifically for benefits brokers. AgencyWare 3.0 enhancements include customizable on-screen summaries and integration with Microsoft Outlook as well as the Company’s widely-used CommissionsDue software. OnlineBenefits is a leading provider of market-proven HR solutions that improve benefits delivery.

Introduced in 2004, AgencyWare was the first integrated sales, service and commissions tracking software created to allow benefits brokers to better manage the sales process and improve client service.

Highlights of AgencyWare 3.0 are:

  • On-screen summaries or "dashboards," which provide agency managers instant overviews of all sales, service and commission activity on one screen. Each user can personalize this data and display it in graph, list or chart format to get an immediate overview of key information. For example, an agency can monitor aggregated sales activity and forecast earnings using these up-to-the-minute visuals. Dashboards replace the myriad of paper reports with straightforward, real-time presentations.
  • Integration with Microsoft Outlook, which lets users save e-mails in AgencyWare’s client/vendor/policy history so all interactions are tracked in one system.
  • Integration with CommissionsDue, OnlineBenefits’ commissions tracking system currently used by 1,000 brokers nationwide, which enables benefits brokers to reconcile commission payments from insurance carriers, manage producer payouts and track production.

"In the face of insurance product commodization, brokers must differentiate themselves, but the additional services required to create differentiation can erode profits," stated John Gedney, President and co-founder of OnlineBenefits. "Benefits brokers using AgencyWare 3.0 will recapture these margins through enhanced management and workflow processes. It completes the circle by enabling them to better control the combination of traditional insurance-based services and technology-driven programs in one seamless, intuitive software platform."

AgencyWare is accessible from any Internet connection. The system is completely customizable and uses the latest web-enabled technologies, including a Microsoft.NET framework. It is licensed on a monthly per user basis, which includes implementation, training and customer service.

About OnlineBenefits

OnlineBenefits, Inc. is the HR solutions company behind the Benergy™ family of communication, administration, agency management and intelligence products. The company designs, implements and hosts award-winning Internet-based applications and distributes them through a partnership network of more than 450 of the nation's leading brokers and consultants. Currently, over 1 million employees in more than 4,800 companies use Benergy solutions. In 2004, OnlineBenefits was named to the Inc. 500 list of America’s fastest-growing private companies.

This press release was distributed through eMediawire by Human Resources Marketer (HR Marketer: on behalf of the company listed above.

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Tracy Passarella
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