Modern. Simple. Agent-centric.

Excelsior introduces a new generation of smart quoting and proposal technology to rapidly increase cross-selling medical and ancillary products in the employee benefits marketplace—it’s the easiest way to increase your small group health insurance sales.

Multi-Carrier, Multi-Line Quoting

Quote medical, dental, vision, and life within 5 minutes.

1-Touch Proposal Builder

Generate elegant, client-ready proposals with 1 click.

Simplified Client Management

Adjust client quotes and proposals in real-time 24/7.

Powerful, Intuitive Interface

Easily cross-sell with full-rate transparency.

Integrated Forms Access

Access carrier enrollment and marketing forms in one place.

Multi-Device Compatible

Use on tablets, PCs, and Macs with 99.99% uptime.

One Platform That Drives Growth

The Benefitter Broker Solutions Platform delivers a seamless e-commerce solution to increasing revenue, closing business faster, and streamlining the small group sales process. You have more control in creating custom plan designs for your small business clients that outshine the competition.

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