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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

We provide a diverse range of cloud-based solutions tailored for the contemporary business landscape. Our expertise encompasses human resources, payroll, employee benefits, flexible benefit programs, and specialized products designed for modern insurance brokers and insurers. BenefitNet serves as a comprehensive online platform that streamlines the administration of employee benefit schemes—covering medical, life, and additional policies—for insurers, brokers, and employers alike. Our innovative solution empowers entities of all sizes to facilitate the online enrollment and management of flexible (voluntary) benefits schemes efficiently. Additionally, the Teambase Companion acts as a digital assistant intended for both internal and external interactions, enhancing the way organizations communicate with their employees or clients through automated dialogues in digital formats. This multi-faceted approach not only simplifies processes but also fosters stronger connections within the workforce and client base.

Description

Developed and managed by seasoned professionals in the financial services sector, this software emerges from over two decades of expertise in creating applications for the brokerage industry in Ireland. It is tailored to address the complete office needs of both large and small firms, covering aspects such as marketing, sales, advisory services with comprehensive needs assessments, cash flow forecasting, compliance, a detailed product library, and management of pipelines and commissions. Additionally, it includes a thorough Client Relationship Management system. Client profiles and policy information are continuously updated and maintained in collaboration with various insurers, including Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, and Standard Life, with life protection quotations sourced from all providers. Money Advice +CRM consolidates all necessary software tools for brokers within a single solution. Users can offer advice through competitive price quotes on their website and receive email alerts for every inquiry made. This integrated approach ensures that brokers can efficiently manage their operations while enhancing client engagement and service delivery.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

TimeXtender Yes 

Integrations

TimeXtender No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Teambase

Founded

2014

Country

United Arab Emirates

Website

www.teambase.com

Vendor Details

Company Name

Money Advice

Website

www.moneyadvice.ie/

Product Features

Benefits Administration

COBRA Administration No 
Claims Management Yes 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers Yes 
HIPAA Compliant No 
Health Insurance Administration Yes 
Life Insurance Administration Yes 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management Yes 
Retiree Administration No 
Retirement Plan Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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