Insurance business system

摘要

The present invention provides systems and methods for the employee benefits industry. The system includes a client management module for providing a broker with one or more broker tools for generating an employer record and employee record. The system also includes a presale module coupled to the client management module for providing the broker with one or more workflow tools, which enable a request for proposal (RFP), electronic submission of the RFP to an insurance carrier and receiving a response to the RFP. The system also includes an enrollment and benefits administration module coupled to the client management module for providing the employer with a set of employer tools for benefits administration for the employee and for processing a benefit product for the employee. The system includes a system database for storing the employer record and the employee record.