Vertical Fox • Dynamic Modeling Software for Benefits Brokers

Differentiate your brokerage and grow your business faster

Vertical Fox’s dynamic modeling software platform helps brokers:

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Vertical Fox gives you 360° coverage for everything you need to do all year round.

Renewals. Planning. Analyzing. Reporting. Strategizing. Taking time off. Everything becomes easier when you have the right information at your fingertips.

By leveraging dynamic modeling and real-time data, brokers can provide better advice, drive better collaboration, and get better, reliable results. Meanwhile, HR managers can feel more confident telling the c-suite that they got the best deal.

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

Explore the benefits of using Vertical Fox:

Differentiated prospect meetings

Close more business by providing a clear, data-driven path to manage employer plans more efficiently and effectively.

Strategic planning

Gain deeper insights into client data, making it easier to collaborate and develop more effective strategic plans.

Demographic and plan analysis

Use dynamic views of plans and populations to easily slice data and come up with insightful observations.

Perfect RFPs in under 30 seconds

Get the most competitive bids and better attention from the carrier with less work and effort.

Plan marketing analysis

Compare renewals and quotes, update iterations in seconds, and provide a central source of truth.

Live underwriting and funding analysis engines

Analyze monthly claims, project future costs, validate renewals and quotes, and negotiate with confidence.

Dynamic contribution modeling tools

Save time and shorten the renewal cycle.

Peer review and client sign-off

Ensure all data is accurate and agreed upon.

KEY BENEFITS:

Automate the entire consulting lifecycle.

Vertical Fox was built to help brokers, sales teams, and employers automate the entire consulting lifecycle.

Differentiated prospect meetings — Close more business by providing a clear, data-driven path to manage employer plans more efficiently and effectively.
Strategic planning — Gain deeper insights into client data, making it easier to collaborate and develop more effective strategic plans.
Demographic and plan analysis — Use dynamic views of plans and populations to easily slice data and come up with insightful observations.
Perfect RFPs in under 30 seconds — Get the most competitive bids and better attention from the carrier with less work and effort.
Plan marketing analysis — Compare renewals and quotes, update iterations in seconds, and provide a central source of truth.
Live underwriting and funding analysis engines — Analyze monthly claims, project future costs, validate renewals and quotes, and negotiate with confidence.
Dynamic contribution modeling tools — Save time and shorten the renewal cycle.
Peer review and client sign-off — Ensure all data is accurate and agreed upon.

Everything is easier with the right information at your fingertips.

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.

Increase Your Revenue, Efficiency, and Retention

For Consulting Teams

Save Time
Reduce Stress
Be More Proactive

Vertical Fox helps you:

Shorten the renewal cycle.
Stand out by delivering a modern client experience.
Provide employers with 24/7 access to all plan, demographic, cost, and financial data in one place.
Sleep better at night knowing calculations are error-free.
Gain deeper insights into your data.
Reduce the time it takes to service your clients.
Focus on strategic initiatives (rather than getting stuck in the tactical).
Go on vacation or confidently take an OOO day, as team members can easily pick up where you left off with all historical data captured and available.

For Sales Teams

Open More Doors
Book More Meetings
Close More Sale

Most HR managers worry their broker failed to negotiate the best deal. Or, they want more confidence they are making the right strategic decisions for their organization.

Vertical Fox’s dynamic benefits management platform and client portal provides a clear way to differentiate your brokerage from all the other firms vying for their attention and business.

Make your sales process stand out by providing a clear, data-driven path to manage their plans more efficiently and effectively. That’s the key to growth within an organization.

For Employers & HR Managers

Have Financial Confidence
Keep the C-Suite Happy
Increase Efficiency

Historically, a broker-employer relationship is hampered by static spreadsheets, PowerPoint slides, and outdated forecasts. As a result, rate and contribution changes, updated financial data, and client questions often require multiple trips back to the drawing board. It’s no wonder the renewal process is drawn out and fraught with stress and uncertainty.

Vertical Fox empowers HR managers with a client portal that ensures all data and analysis are accessible 24/7, increasing transparency and fostering a deeper sense of trust and engagement.

By streamlining communication and reporting, the platform simplifies the decision-making process and significantly improves the quality of service a broker can provide. This leads to better financial and coverage outcomes, enhancing your confidence in the employee benefits decisions you make.

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Top Brokers and Employers Trust Vertical Fox

"Vertical Fox is the epitome of innovative technology that addresses challenges and creates opportunities."

“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 the future of the benefits industry - every client should be on this."

“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.”

Al Marino, TRA
Principal at Ascela: a PCF Company

Clients regularly tell their brokers how much they love Vertical Fox.

“Once you showed me this, I knew which broker I was going to hire.”

“Vertical Fox turned a 3-day weekend into an hour of work.”

“I’m so impressed with this platform I’m at a loss for words.”

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.

Explore Our Suite of Brokerage Amplifiers

Efficiency

Growth

Vulnerability
Reduction

Client
Experience

Competitive
Edge

Vertical Fox gives you 360° coverage for everything you need to do all year round.