GROUP BENEFITS QUOTING FINALLY CATCHES UP
From quote to renewal — without the spreadsheets.
Quotey Benefits is the first true end-to-end group quoting platform in Canada. Submit, compare, customize, and renew — all in one sleek, AI-enabled tool.
Built for Benefits Advisors Who Want More Than Math
Quoting group benefits shouldn’t take days or depend on disconnected emails and spreadsheets. Quotey streamlines every step — and adds intelligence along the way.
SUBMIT TO INSURERS RIGHT FROM THE PLATFORM
One application, multiple quotes — no extra work, no missed details.
COMPARE CARRIERS WITH TRUE APPLES-TO-APPLES LOGIC
Instantly stack up 3 quotes with side-by-side views, custom fields, and plan design insights.
ADD YOUR POLISH
Use our client presentation builder to turn numbers into a story — complete with charts, summaries, and optional AI commentary.
PLAN AHEAD WITH 3-YEAR FORECASTING
Help clients see the bigger picture — and stick with you longer.
What Makes Quotey Benefits Different?
True Insurer Integration
Applications go direct to insurer portals, and quotes come back into your dashboard — no emails or external forms.
AI-Generated Executive Summaries
Save time and impress clients with clear, editable summaries of your plan recommendations.
Quote-to-Renewal Workflow
Don’t lose track of a single client — every case, every expiry, every renewal is visible and organized.
Group-Specific Smart Filters
Quickly sort and track cases by group size, product type, renewal date, and more.
“This is what the benefits space has needed for years. Finally — a modern tool built for how we actually work.”
For Boutique Advisors to National Firms
Whether you quote five cases a year or fifty a month, Quotey Benefits scales to fit your process — and makes your team look sharp.
- Built-in document generation
- Client-ready formatting and plan visuals
- Multi-user collaboration
- Centralized client & quote history
Get Insurers on Board, Too
Quotey gives participating carriers their own secure Insurer Portal, making it easier for them to receive applications and return quotes — faster and more consistently.
