Blume BenefitsThe AI copilot for health insurance brokers.

Blume for Brokers: Administrative Automation for Health Insurance Brokers

Streamline Your Workflow with Blume Benefits

Key Features

• Customer Relationship Management: Consolidate customer information to ensure no clients are left underserved.
• Quoting Automation: Transform unstructured quotes into structured sheets and presentations automatically.
• Commissions Reconciling: Easily reconcile commission statements to ensure every dollar is accounted for.
• Vertically Integrated for Health Benefits: Custom-built for health benefits consultants to save hours with automation and AI.
• Over 4,000 Integrations: Seamlessly integrate with vendors familiar with your clients.
• Privacy & Security: Protect your data with industry-leading bank-grade security.
• White Glove Support: Enjoy services like contact migration, custom branding, personalized training, and more.
• Single System of Record: Collaborate with your team in a shared, cloud-based, interactive workspace.
• 14% Top Line Boost: Brokers see an average 14% revenue increase using our reconciliation tool.
• 99.8% Accuracy: AI-driven PDF parsing reduces errors by three times compared to manual entry.

Use Cases

• Time Savings: Brokers save an average of 9 hours per week on manual data entry.
• Enhanced Client Management: Ensure no client is underserved with consolidated information.
• Accurate Financial Tracking: Reconcile commissions with high accuracy and no missed dollars.
• Efficient Quoting: Quickly turn quotes into presentations and structured sheets.
• Secure Data Handling: Maintain client trust with top-tier data security.

Pricing

Blume for Brokers offers competitive pricing tailored to the needs of health insurance brokers. Contact us for detailed pricing information and to find the plan that best suits your business.

Teams

Blume for Brokers is designed for health insurance brokers and their teams, providing a collaborative, cloud-based workspace to streamline administrative tasks and enhance productivity. Join over 50 brokers in shaping a first-of-its-kind broker-automation platform.