Benefix makes it incredibly simple and efficient to quote dental, vision, life, and disability products for your small groups! In just a few simple steps, you can filter the plans you'd like to see, view rates, and add plans to your proposal!

Step 3 of the quoting process is where you will be able to select any ancillary plans you'd like included within your group's proposal.

Quoting Dental:

Click on the Dental tab from the product tabs at the top of the page. Plans will automatically populate from the lowest to the highest monthly premium.

Along the left side of the page, you can filter which plans are shown by funding type, individual deductible, annual maximum, ortho coverage, and more. You can use these filters to show specific plan combinations, such as a voluntary PPO without ortho coverage.

*NOTE* Some carriers have a minimum employee requirement of at least two that must be met a medical plan companion requirement to quote. If you have any questions regarding these specific requirements, we recommend reaching out to your GA or carrier contact for more information.

For additional information on each plan, click the “i” button at the top left corner of each card for an expanded view of benefit highlights.

If the carrier provides a full summary of benefits, you can view this by clicking the “PDF” button located on each plan.

Quoting Vision:

Click on the Vision tab from the product tabs at the top of the page. Plans will automatically populate from the lowest to the highest monthly premium.

Along the left side of the page, you can filter which plans are shown by funding type, copays, exam/lens/frame frequency, and more. You can use these filters to show specific plan combinations, such as two-tier rate plans 12-month frame frequency.

*NOTE* Some carriers have a minimum employee requirement of at least two that must be met a medical plan companion requirement to quote. If you have any questions regarding these specific requirements, we recommend reaching out to your GA or carrier contact for more information.

For additional information on each plan, click the “i” button at the top left corner of each card for an expanded view of benefit highlights.

If the carrier provides a full summary of benefits, you can view this by clicking the “PDF” button located on each plan.


Quoting Life:

Click on the Dental tab from the product tabs at the top of the page. Plans will automatically populate from the lowest to the highest monthly premium.

Along the left side of the page, you can filter which plans are shown by funding type, benefit type, employee benefit, and more. You can use these filters to show specific plan combinations, such as voluntary flat benefit plans.

*NOTE* Life plans require a SIC and may require salary information. If you have any questions regarding these specific requirements, we recommend reaching out to your GA or carrier contact for more information.

If the carrier provides a full summary of benefits, you can view this by clicking the “PDF” button located on each plan.


Quoting Disability:

Click on the Dental tab from the product tabs at the top of the page. Plans will automatically populate from the lowest to the highest monthly premium.

Along the left side of the page, you can filter which plans are shown by funding type, plan type, benefit percent, and more. You can use these filters to show specific plan combinations, such as employer-paid short-term plans.

*NOTE* Disability plans require a SIC and may require salary information. If you have any questions regarding these specific requirements, we recommend reaching out to your GA or carrier contact for more information.

If the carrier provides a full summary of benefits, you can view this by clicking the “PDF” button located on each plan.


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