The Vertical Fox Platform
Efficiency Through Automation
Faster, Smarter Decisions
Why Vertical Fox?
We’re benefits experts with decades of client experience who understand the challenges of growing a benefits business. We understand the importance of delivering an end-to-end solution with immediate and obvious value for consultants, sales professionals, management, and of course – the client. With Vertical Fox, consultants perform their roles more effectively, management receives reporting in real time, and our client-facing portal allows clients to experience their data and your analysis in ways never before possible.
What Vertical Fox Does
The Vertical Fox Platform eliminates paper from your organization and supercharges the service experience for your clients. We differentiate you to help your sales team win more new business and your consultants to retain more clients. We make training employees easier and eliminate mistakes. Our proprietary software allows you to better manage all your clients’ benefit needs from strategic direction and advice, to renewals and plan marketing.
How Vertical Fox Works
The Vertical Fox Platform eliminates spreadsheets and binders and consolidates your clients’ data in a cloud-based portal that they can access 24/7. Client work is done much more efficiently, and your team can leverage the platform to provide recommendations, insights and analysis to help your clients make better, faster decisions regarding benefits strategies, renewals, plan marketing, employee contributions and more.