Differentiate your brokerage and grow your business faster

Dynamic benefits management software can help you:

Stop relying on static data in meetings and sales opportunities

Leveraging real-time data leads to better collaborations, advice, and outcomes.

Vertical Fox’s proprietary software gives you 24/7 access to live tools for sorting, modeling, and projecting scenarios quickly and error-free. 

With all plans, costs, demographics, and financial data in one place, you can confidently provide targeted advice and negotiate superior results.

That gives you an edge when making key decisions on benefit strategies, renewals, plan marketing, and employee contributions.

Everything is easier with the right information at your fingertips

Dynamic modeling helps employee benefits brokers leverage real-time data so you can:

Increase Your Profitability

Reduce operating costs, win more new business, retain & grow existing clients.

Automate Your Workflow

Consistent deliverables lead to less work, fewer mistakes, and easier training.

Find Everything in One Place

Digitally manage the entire client lifecycle in one central, cloud-based platform.

Differentiate Yourself

Get an edge on the competition by using a proprietary, patent-pending software solution.

Get Full Transparency

Brokers and employers have 24/7 access to all costs, plans, and options from any location and device.

Make Faster, Smarter Decisions

Real-time analytics enable you to deliver better insights to your clients.

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Benefits management software built by brokers

Vertical Fox was created by a team of benefits experts with a combined century of industry experience.

So often, big tech companies create a solution without fully understanding the complexity of the problem.

At Vertical Fox, we have first-hand experience with the challenges of growing a benefits business while providing exceptional service to clients. 

Our mission is to help grow your business and position you for the future by leveraging data currently trapped in spreadsheets. Our end-to-end software solution enables you to provide a differentiated experience and superior results to your customers – all with far less effort than the practices used today.

Vertical Fox makes it easier to do your job


Ready to increase your closing ratio by 20%+, retain more clients, and cut expenses with one simple change to your business?


Want to make benefit renewals a breeze, access your latest plan data 24/7, and feel confident you are getting the best outcomes?


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