The Canadian Group Benefits Operating System
Benee connects your entire distribution network. Enter client data once, and every proposal, document, and system stays current with it.
The quote engine
Upload a carrier file. Download the finished PDF. Watch it happen in real time.
Try for Free. No commitment. No credit card.
Savings Calculator
Estimate what your firm reclaims when every quote, every renewal, and every renegotiation runs through benee quote engine.
Your Book
Existing clients1,000 groups
Renewal45 min
Marketed3.5 hrs
New prospects200 groups
Renewal45 min
Marketed3.5 hrs
The 41 hours saved above reflects the Benee quote engine alone. The full Foundation Portal also automates renewals and daily administration, reclaiming an additional 31 hours to save a total of 72 hours a week for a book of 1,000 groups.
Contact us to see your complete savings picture.
Quote·Renew·Retain
Census
Collection
Carrier
Quoting
Market
Comparison
Client Profile
Updated
Straight to
your CRM
The calculator above only shows time saved at Step 3.
The full picture across all five stages is significantly larger.
No re-entry·No uploading twice·No reconciliation between systems
With Benee
From the first census to the final comparison. Less time in the back end. More time in front of clients.
Renewal Calendar
Daily reminders and a full renewal calendar keep your team on top of every deadline. No matter how heavy the volume gets.
March 2025
Carrier Tracking
Upload a carrier quote. Benee tracks the response in real time. Your brokers are notified the moment there is an update and can see exactly where each proposal stands. No more emails. No more status calls.
Thornfield Group
Commission Tracking
Commission visibility by group, carrier, and plan type with annual variance built in. See what is growing, what is shifting, and where to focus.
Revenue by Carrier
| Carrier | Alloc. | Traditional | ASO | Hybrid | Total | YoY |
|---|---|---|---|---|---|---|
| Manulife | 24.1% | $148K | $72K | $28K | $248K | +22.4% |
| Sun Life | 21.2% | $129K | $58K | $32K | $219K | +14.2% |
| Canada Life | 17.3% | $108K | $48K | $22K | $178K | +8.3% |
| Blue Cross | 12.1% | $90K | $25K | $10K | $125K | +28.9% |
Audit Log
Know exactly who touched what, and when. Every quote, edit, and renewal is saved in a permanent history, tracking the exact user, client, and broker behind it. When a broker leaves, an E&O claim lands, or a regulator asks, you can reconstruct the whole timeline in seconds.
Audit Log
33 events
| Date | Company | User | Notes |
|---|---|---|---|
| Feb 24 | Frontier Logistics | David Kim | Submitted to MGA for quoting. |
| Feb 24 | Frontier Logistics | System | Plan booklet received via secure link. |
| Feb 24 | Greenway Health | Rachel Nguyen | Note added: “Claims doc received.” |
| Feb 23 | Frontier Logistics | System | Claims experience received via link. |
| Feb 23 | Architecture Studio | Sarah Johnson | Marked as Won. Sun Life. |
More Than Software
From client 1 to client 20,000, we grow with your book.
Your entire network has full access, whether that’s 1 person or 1,000. No additional cost, regardless of your tier.
5 free multi carrier and renewal proposals. PDF templates included. No commitment required. Quotes stored for 30 days. Upgrade to keep them permanently. See the platform before you commit.
Every output carries your brand, your colours, your name. We go as far as installing a client login directly on your company website. Your clients never see Benee.
Thousands of existing clients migrated into the system in under 24 hours. Full and operational from day one. Including acquisitions. Eliminate months of migration work when acquiring or merging companies.
Complete onboarding support including training videos, dedicated guidance, and on-site visits where needed.
Direct access to the team behind the platform. Regular syncs to gather feedback and continue improving the system. Together.
Pricing
One price per company. Rate decreases with book size. Your entire team included at every paid tier.
Quote Engine
CA$ 0/ mo
For independent advisors verifying system workflows.
Up to 1,500 in-force groups
Starting at$125
per in-force group per year
Rate decreases with book size.
You only pay for in-force groups.
Enterprise Network
Customquote
For large-scale MGAs, consolidators, and national networks.
The Benee Pricing Guarantee. Every paid contract includes a built-in 20% volume buffer to account for new clients you quote and onboard mid-cycle. Your rate adjusts at your following renewal based on active in-force groups. You’re never penalized for growth or shifting market dynamics.
Security & Compliance
Canadian data residency and full regulatory compliance. Built in from day one.
Independently audited controls over security, availability, and confidentiality. Enterprise-grade and verified.
Fully compliant with Canadian federal requirements for the collection, use, and disclosure of personal information.
Meeting Quebec’s strictest requirements for the protection of personal information. Built for the full Canadian market.
All data stored, processed, and maintained on Canadian soil. No cross-border movement. No exceptions.
End-to-end encryption in transit and at rest. Role-based access controls and audit logging across every interaction.
FAQ
5 multi carrier and renewal proposals / mo, multi carrier market comparisons, and presentation ready PDF output. Upgrade to the Foundation Portal for full pipeline management, renewal tracking, commission tracking, CRM integration, and white labeled client access.
Full pipeline management from census collection to comparison delivery. Renewal calendar and automated reminders. Carrier tracking and turnaround visibility. Commission tracking by plan type and carrier. CRM integration via API. White labeled client email links. All accessible to your full team at no additional cost per user.
On the Foundation Portal, never. Benee is 100% white-labeled under your brand, your colours, and your name. We go as far as installing a client login directly on your company website. Your clients see only you.
On the free version, you can add your logo to every proposal. A Benee watermark appears at the bottom of each page. Upgrade to the Foundation Portal to remove it entirely.
Unlimited. Benee does not charge per seat. For MGAs, every broker on your network and their full staff get access to the system. No additional cost regardless of your tier.
Access is role based with two levels. Executive and Broker/Admin. Executive accounts provide full portfolio visibility and reporting across the entire book. Broker/Admin accounts give advisors and operations staff access to their day to day workflow.
Yes. Hundreds of existing clients can be migrated into the system in under 24 hours. Built on a drag-and-drop system with no need to organize documents beforehand. Simply drag and drop your files and come back the next day to a fully populated system.
This includes acquisitions. If you are merging or acquiring another firm Benee significantly reduces the time it takes to consolidate books.
Yes. Benee connects to Salesforce, HubSpot, and any other CRM through an API. Census, policy, and renewal data flows straight into your CRM automatically. When a deal closes, you mark it won or lost in Benee and that update flows into your CRM, along with any follow-up notes, so you’re never updating the same deal in two places. Benee sits alongside your CRM; it doesn’t replace it.
All major Canadian carriers including Sun Life, Manulife, Canada Life, Blue Cross, Desjardins, Empire Life, and more.
Benee provides enterprise grade infrastructure to top tier Canadian Managing General Agencies (MGAs), national insurance brokerages, and independent group benefits advisors. Our platform actively supports the leading broker networks across Canada.
Because the group benefits market is highly competitive and relationship driven, we believe our clients operational tech stacks should remain proprietary. Benee is 100% white labeled. Your clients see only your brand, never ours. To protect our partners goodwill, market advantage, and data security, we maintain a strict institutional privacy policy and never publicly disclose client names, logos, or case studies.