AI for Vertafore BenefitPoint.

Vertafore BenefitPoint is employee-benefits agency software for groups, plans, renewals, carrier data, and commissions. Blossom connects to Vertafore BenefitPoint and works it like a teammate: reading, acting, and reporting back.

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100% online · No calls · Nothing to install

New automation · just describe it

“When a quote is approved, invoice the deposit, add the job to Thursday’s route, and text the client a confirmation.”

✓ Ready · uses QuickBooks, Calendar, SMS

Rover

Automations Rover runs

Create approved submissions and queue missing application data.
Prepare renewal follow-ups and route carrier responses.

Sage

What Sage watches

Track renewals, quote-to-bind, retention, commissions, and missing items.

Donna

One-offs for Donna

Retrieve a certificate request and prepare it for review.

The audit reads how your business uses Vertafore BenefitPoint and stages the automations it finds, free.

Every process documented, automations live, and five ways to make more money. In an hour.

100% online · No calls · Nothing to install

Or book a demo →