Differentiate your benefits brokerage and grow your book

Dynamic benefits management software can help you:

Stop relying on static data in meetings and pitches

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 more easily provide targeted advice and negotiate superior results.

That gives you confidence in the decisions you make on benefit strategies, renewals, plan marketing, and employee contributions.

Everything is easier with the right information at your fingertips

A dynamic modeling platform helps employee benefits brokers leverage real-time data so you can:

Increase Your Profitability

Reduce operating costs by 25%, 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.

Book a Meeting to Learn More

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 premier service to employees and clients. 

Our mission is to create an end-to-end software solution that actually meets your needs. One that provides an immediate and obvious value for consultants, sales professionals, management, and of course – the client. 


Vertical Fox makes it easier to do your job


Ready to increase your closing ratio by 10-20%, 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 forecast your next year with confidence?

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