Built for Benefit Advisors to Quote Smarter

Streamline your workflow and boost your team’s effectiveness by eliminating time-consuming document management and manual analysis.

Our upcoming platform is purpose-built to:

Increase quoting speed,

Improve accuracy,

Reduce onboarding time,

Minimize costly errors

All without disrupting your exisiting process!

Join the Early Access Program

What is StreamLine Benefits?

Revolutionize Your Benefits Quoting Process without Changing Your Workflow

Streamline Benefits is a powerful quoting automation tool that simplifies the entire process of requesting, receiving, and comparing benefits quotes. It fits right into your existing workflow. No need to switch systems or change your process. With built-in CRM functionality, automatic quote comparisons, and customizable presentations, Streamline Benefits helps you move faster, sell smarter, and stay organized without headaches.

We’re inviting a limited group of partners to test the platform early

Join the Early Access Program

Reduce Quoting Admin Time by 75%

Juggling quotes, emails, and spreadsheets? Our app plugs into your workflow and makes everything smoother, faster, and smarter.

Speeds up Creating and Sending RFQs

Create and send Requests for Quotes to multiple benefit providers quickly and easily.

Quick Quote Comparison

No more manual digging. Quickly view, compare, and highlight the best offers.

Automated Presentations

Transform quotes into polished, professional presentations that can be customized for clients.

Track Every Step

Know exactly where every quote stands. From request to client delivery, everything is organized and visible.

Providing Built-in CRM functionality

No need to switch systems. Our built-in CRM functionality keeps everything in one place.

Features

Enhance Data Accuracy and Minimize Employee Training Efforts

Create RFQs

Maintain data accuracy with consistent templates

Analyze Quotes

Minimize mistakes in getting data

Compare Quotes

Smart comparison: Pricing and Benefits

Client Presentations

Quickly create branded client presentation documents tailored to your needs

Join the Early Access Program

Empower your team to quote smarter, stay aligned, and move faster with minimal training

Reduce Training Time

Prevent Turnover Disruptions

Cut Costs

We’re inviting a limited group of partners to test the platform early

Join the Early Access Program

Built in Canada. Made for Canada

Meets all Canadian regulations. Operate with confidence!