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Average Ratings 0 Ratings

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ease
features
design
support

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Description

BeneTrac is exclusively available through employee benefit brokers, ensuring that clients receive personalized service. What sets BeneTrac apart is its provision of a local representative who possesses expertise in both carriers and technology. With BeneTrac, businesses can find a sustainable solution to their Human Capital Management (HCM) requirements. The combination of BeneTrac software and the Paychex Flex® HCM platform allows for smooth integration with your existing office systems. After nearly twenty years of advancements, we have broadened our cloud-based offerings to encompass a complete range of Human Capital Management services, catering to the evolving needs of organizations. This evolution positions BeneTrac as a leader in the HCM landscape, committed to delivering innovative solutions.

Description

If your existing software is failing to efficiently handle your data, financial dealings, and client interactions, we should discuss potential improvements! Your business relies heavily on data management, so enhancing this aspect is crucial. With LeadTrac™, you can benefit from tailored field sets that facilitate data organization and simplify processes such as intake, enrollment, and sales. Additionally, make use of robust and adaptable workflows specific to each department to ensure that staff, tasks, and client relationships remain organized and effective. This could significantly enhance your operational efficiency and overall business performance.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$39.95 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Paychex

Founded

1971

Country

United States

Website

www.benetrac.com

Vendor Details

Company Name

National Data Systems

Founded

2006

Country

United States

Website

www.ndssite.com/solutions

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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Alternatives

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