Grow your book
A concierge that services Members around the clock frees you to sell. Happier clients, higher retention, more referrals.
For Brokers
Grow your book. Let the concierge do the servicing.
You’re the licensed Broker your clients trust. BeneBounce puts a tireless concierge alongside you — answering Member questions, finding providers, checking drug coverage — and escalating to you or a licensed advisor when the moment calls for a person.
Why Brokers choose BeneBounce
More service, more time, more growth
Your pipeline stays yours
Broker-scoped visibility (row-level security) means you see your own book and no one else’s. Your accounts and Members are yours alone.
You stay in the loop
When a Member wants a person, the concierge escalates — to a licensed advisor, or to you — with full context so nothing gets dropped.
Where you sit in the model
BeneBounce uses precise words for who’s who — because the distinction matters for ownership and access:
- Broker — you, the licensed person who sells and services. Always a person.
- Brokerage — your firm. A Broker works under a Brokerage.
- General Agent — a carrier-side distributor that connects at arm’s length, through the policies placed with its carriers — not above your Brokerage.
In short: you’re a Broker at a Brokerage. A General Agent connects to the book at arm’s length — through the policies placed with its carriers — the same way a carrier does. BeneBounce respects that in what each person can see and do.
Row-level security, by design. Your book is visible to you; other Brokers’ books are not. Scope follows the model — Broker and Brokerage.
You keep the relationship. BeneBounce is your service layer, not a replacement. The Member’s Broker of record is still you.
A day with BeneBounce
From question to resolution
A Member asks
Someone in your book opens the concierge with a plan, provider, or prescription question.
The concierge serves
It answers from their plan, finds care, and moves them forward — without pinging you for routine questions.
You do what only you can
When it needs a licensed human, it comes to you or an advisor with context — so you close, advise, and retain.