Helping Brokers Win More Business & Serve Clients Better
Benetarget is the benefits marketing and engagement platform built for modern insurance brokers.
Targeting & Lead Generation
Branded Lead Campaigns
Digital Outreach Tools
Sales Enablement Assets
Campaign Analytics
Broker Marketing & Branding
Employer Sales Materials
Digital Marketing Assets
Campaign-Ready Templates
Social Media Content
Client Engagement & Enrollment
EE Benefits Education Hubs
Year-Round Engagement
Custom Employer Content
AI Powered Client Support
Employee Self-Service for Common Questions
Reduced HR Tickets
Better Enrollment Support
ABOUT US
Benetarget was built to help benefits brokers grow in a market that’s more competitive — and more complex — than ever.
Today’s employers expect more than renewals. They want better communication, smarter engagement, and real support for their employees. Brokers want to deliver all of that — without adding staff, chasing vendors, or managing disconnected tools.
That’s where Benetarget comes in.
We combine benefits marketing, client engagement, and AI-powered support into one platform designed specifically for brokers. Our goal is simple: help you win the right clients, serve them better, and keep them longer.
From targeting and lead growth to open enrollment and year-round employee support, Benetarget gives brokers the tools to stand out — and the confidence to scale.
Built for brokers. Designed for growth.
Built exclusively for benefits brokers — with tools designed to support growth
Helping you win new business, retain key accounts, and grow your book
Combining marketing, engagement, and AI in one platform
Designed to simplify open enrollment and year-round support
Focused on delivering real value — not just software
Built for Benefits-Focused Brokerages
Designed to simplify open enrollment and year-round support
Targeting & Lead Growth
Broker Marketing & Branding
Employer Engagement Tools
Benefits Education Hubs
Benetarget AI Support & AI Chatbot
Retention & Account Growth
AI Benefits Chatbot
Smarter support for employees. Real value for brokers.
Employees can ask questions like:
“What does my plan cover?”
“How do I add a dependent?”
“Who do I contact for claims?”
“What happens if I change jobs?”
And receive:
Clear, easy-to-understand answers
Based only on employer-approved content
Available 24/7, year-round
With built-in escalation to HR when needed
Why brokers use it
The AI Benefits Chatbot isn’t just a feature — it’s a relationship builder.
It helps you:
Differentiate in competitive sales cycles
Add year-round value beyond renewals
Reduce service strain during open enrollment
Strengthen employer retention
Position your brokerage as innovative and forward-thinking
Why employers love it
For HR Teams:
Fewer repetitive benefits questions
More consistent communication
Support without adding headcount
For employees:
Faster answers
Less confusion
A better overall benefits experience
FREQUENTLY ASKED QUESTIONS
We help you attract new employer clients, stand out from competitors, and deliver better tools and experiences for the clients you serve.
Who is BeneTarget designed for?
BeneTarget is built for:
Employee benefits brokers
HR consulting firms
PEOs and benefits advisors
Regional and national brokerages
Any firm looking to grow faster and deliver more value to employer clients.
How does BeneTarget help brokers win new business?
BeneTarget gives brokers targeting tools, branded marketing assets, and modern engagement solutions that help differentiate your pitch, improve prospect conversations, and position your firm as a strategic partner — not just a renewal vendor.
What is BeneTarget AI?
BeneTarget AI is a branded benefits chatbot that helps employees get instant answers to common benefits questions using employer-approved documents. It reduces HR workload, improves the employee experience, and gives brokers a powerful value-add they can offer clients.
Is BeneTarget AI safe to use for benefits information?
Yes. BeneTarget AI is designed for regulated environments. It only uses employer-approved content, includes guardrails to prevent medical, legal, or plan-selection advice, and provides clear escalation paths to HR when needed.
Can BeneTarget be branded for my brokerage or my clients?
Yes. BeneTarget can be:
Broker-branded
Employer-branded
Or dual-branded
This flexibility lets you choose what fits each client relationship best.
How long does it take to get started?
Most brokers can be fully onboarded within 30 days. We handle setup, branding, and training so your team can start using BeneTarget quickly without heavy IT involvement.
Do my clients need new software or integrations?
No. BeneTarget is designed to work alongside your existing systems. There’s no requirement to replace benefits administration platforms or HR tools. BeneTarget AI can be placed on any company website, intranet or employee portal.
CONTACT US
Tell us a little about your brokerage — we’ll show you how BeneTarget can make a difference.