Differentiate your brokerage and grow your business faster
Dynamic benefits management software can help you:
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.
Reduce operating costs, win more new business, retain & grow existing clients.
Consistent deliverables lead to less work, fewer mistakes, and easier training.
Digitally manage the entire client lifecycle in one central, cloud-based platform.
Get an edge on the competition by using a proprietary, patent-pending software solution.
Brokers and employers have 24/7 access to all costs, plans, and options from any location and device.
Real-time analytics enable you to deliver better insights to your clients.
“Consultants and clients love seeing the iterative process that Vertical Fox enables. Clients also appreciate the visibility and flexibility of the platform, which, in turn, allows our teams to focus more time on strategic discussions and client service.”
Kamil Vojar, Senior Vice President
NFP Corporate Services (NY), LLC
“Vertical Fox is a trusted partner we can utilize to enhance our relationships with our employee benefits clients. Deploying Vertical Fox has enhanced our client engagement and experience while reducing the time, effort and number of meetings normally required.”
“I’m so impressed with this platform I’m at a loss for words.”
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.
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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