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Platform Overview

Benefits Administration Software Built for Insurance Agencies

Administr brings together every tool an insurance agency needs into a single, AI-powered platform. Stop juggling disconnected systems and start running your agency from one place.

Administr Platform
JD

Agency Dashboard

Welcome back, James

All Systems Active
Active Clients

248

+12
Pending Quotes

18

+3
Monthly Revenue

$32.4K

+8%
Compliance Score

98%

+2%
Upcoming Renewals
5 This Week

Acme Corp

125 employees

3 days

TechStart Inc

48 employees

5 days

Peak Holdings

89 employees

7 days
Recent ActivityToday

Quote generated for Acme Corp

10 min ago

Commission payment received

1 hr ago

New enrollment: TechStart Inc

2 hrs ago

60%

Reduction in Admin Time

20+

Hours Saved Per Week

97%

Client Retention Rate

8

Integrated Modules

All-in-One Platform

Everything Your Agency Needs

From quoting and enrollment to marketing and compliance, every module works together seamlessly so nothing falls through the cracks.

Benefits Administration - Reduce Admin Time by 40+ Hours Per Month

Streamline enrollment, management, and compliance. Cut benefits admin time by up to 60% with automated workflows, self-service portals, and carrier integrations.

Automated enrollment workflows
Employee self-service portal
Carrier EDI feeds & eligibility
Life event processing
Multi-tier contribution management
Dependent eligibility tracking
Learn More
Benefits Administration

Open Enrollment

Active
Medical
87%
Dental
72%
Vision
65%

Quoting - One-Click Quoting for Insurance Agencies

Generate professional quotes in minutes with real-time rates from multiple carriers. Present the best options to clients quickly with side-by-side comparisons.

Multi-carrier rate comparisons
Real-time quote generation
Automated proposal generation
Side-by-side plan comparisons
Quote tracking and follow-up
Direct quote-to-enrollment conversion
Learn More
Quoting

Quote Comparison

Blue Cross
$45,250
Best
Aetna
$47,800
United
$49,100

CRM - Automate Open Enrollment Without the Chaos

Keep all client data cohesive and accessible in one place. Manage contacts, track interactions, and deliver personalized service at scale.

Complete client profiles
Contact history & interaction tracking
Employee and dependent management
Document storage & organization
Task and reminder management
Pipeline and referral tracking
Learn More
CRM

Client Dashboard

248

Active Clients

97.8%

Retention

AC

Acme Corp

Renewal in 30 days

Compliance - Built-In ACA, ERISA, and HIPAA Compliance Tools

Navigate complex insurance regulations with confidence. Track requirements, manage deadlines, and maintain proper documentation automatically.

ACA reporting & tracking
ERISA compliance management
Automated compliance alerts
Audit trail maintenance
SPD & COBRA notice generation
State-specific compliance rules
Learn More
Compliance

Compliance Status

ACA Reporting
Complete
ERISA Filing
Due in 14d
HIPAA Review
Complete

Marketing - Built-In Marketing Tools That Keep Your Agency Growing

Attract new clients and nurture existing relationships with built-in marketing tools. Automate campaigns and measure results to grow your agency.

Email marketing campaigns
SMS marketing integration
Automated drip sequences
Lead capture forms
Campaign analytics & reporting
Template library
Learn More
Marketing

Campaign Performance

2,450

Sent

68%

Opened

24%

Clicked

Q4 Renewal Campaign

Integrations - The Benefits Platform Your Clients Will Actually Use

Connect your entire benefits ecosystem with pre-built integrations for major carriers, payroll systems, HRIS platforms, and TPAs.

Carrier EDI feeds & eligibility
Payroll system integration
HRIS platform connections
Real-time carrier quoting
TPA data sync
Agent licensing tracking
Learn More
Integrations

Connected Systems

Blue Cross EDI
Connected
ADP Payroll
Connected
BambooHR
Connected

Reporting & Analytics - Benefits Reporting & Analytics for Insurance Agencies

Make smarter business decisions with real-time dashboards. Track key metrics, identify trends, and uncover growth opportunities.

Real-time performance dashboards
Commission tracking & forecasting
Client retention analytics
Revenue and growth reports
Custom report builder
Automated scheduled reports
Learn More
Reporting & Analytics

Agency Metrics

+12%

Revenue Growth

$1.2M

ARR

Monthly Revenue$102K

Automated Workflows - Reduce Admin Time by at least 40+ Hours Per Month

Free up your time by automating routine tasks. From client onboarding to renewal reminders, let automation handle the busywork.

Visual workflow builder
Trigger-based automation
Task assignment and routing
Email and SMS automation
Renewal reminder workflows
Client onboarding sequences
Learn More
Automated Workflows

Active Workflows

New Client Onboarding
24 this week
Renewal Reminders
12 this week
Follow-up Sequence
8 this week

Why Agencies Choose Administr

Built by insurance professionals, for insurance professionals.

AI-Powered

Intelligent automation that learns your workflows and handles repetitive tasks so you can focus on client relationships.

Time Savings

Agencies save 20+ hours per week by eliminating manual data entry, duplicate work, and system-hopping.

Growth Ready

Scale your agency without scaling your headcount. Our platform grows with you from 50 to 50,000 clients.

Ready to See It All in Action?

Schedule a personalized demo and see how Administr can transform your agency's workflow.