Blume Benefits Howto
Blume Benefits is a back-office automation platform for health insurance brokerages that streamlines tasks like quoting, commissions reconciliation, and presentation creation.
View MoreHow to Use Blume Benefits
Sign up for an account: Visit the Blume Benefits website and sign up for an account or book a demo to get started.
Set up your profile: Enter your broker information and customize your account settings.
Import client data: Use the data migration tools to import your existing client information into the Blume platform.
Explore automation features: Familiarize yourself with the automated quoting, commission reconciliation, and presentation creation tools.
Utilize integrations: Take advantage of over 4,000 vendor integrations to streamline your workflow.
Collaborate with team: Use the shared cloud-based workspace to communicate and collaborate with your team members.
Generate quotes: Use the AI-powered PDF parsing to quickly and accurately generate quotes for clients.
Reconcile commissions: Leverage the reconciliation tool to boost revenue and track commissions accurately.
Create presentations: Utilize the automated presentation creation tools to build professional client presentations.
Seek support if needed: Take advantage of the white glove support for personalized training or assistance with any issues.
Blume Benefits FAQs
Blume Benefits is a software platform that automates back-office tasks for health insurance brokerages, including quoting, commissions reconciliation, and presentation creation.
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