This Training Is Available For A Limited Number Of Parents.

UK Employee Benefits Consultancies:

Reclaim 5+ hours a week instantly

Click the button below and get access to our free workflow improvement plan to learn how!

Streamline Your Admin Tasks

Traditional admin tasks can be overwhelming for brokers, leading to wasted time and inefficiencies, as well as taking your consultants away from what you actually pay them to do! Benivate offers a specialised solution tailored for SME employee benefits brokers. Our Admin Audit Kit + Email Pack provides clarity and actionable steps to streamline processes, automate repetitive tasks, and regain valuable hours each week.


Everything you need to reclaim up to 5–10 hours a week — no software, no learning curve.

Built For UK Employee Benefit Brokers, Not Just A Generic Portal


What You’ll Get Inside


✅ The Broker's Time Reclaim Playbook (PDF)


✅ Quote Chasing + Renewal Tracker (Excel)

✅ Income Snapshot + Commission Tracker (Excel)


✅ Email Follow-Up Templates (Word)


✅ Bonus Scorecard: Identify hidden admin gaps in minutes


Why Brokers Are Switching to Smarter Admin

❌ Manually chasing insurers✅ Auto-chasing & reminders

❌ Forgetting renewal dates✅ Renewal visibility

❌ Hours on income matching✅ Automated income tracking

❌ Writing follow-ups from scratch✅ Broker-ready templates


We’ve also included a mini automation blueprint that shows you how brokers like you streamline their admin every week — with or without software.

💡 Want to go further?

Benivate turns this DIY kit into a done-for-you weekly automation system.

Is This Right for You?

  • UK-based SME brokers

  • Need to reduce admin workload

  • Want to automate repetitive tasks

  • Focus on group risk and healthcare 

  • Struggling with renewal processes

  • Consultants spending too much time on admin

  • Open to tech solutions

Start Your Admin Transformation

Don't miss out on this opportunity to revolutionize your admin processes. Take action now to secure your free Admin Audit Kit + Email Pack and discover how Benivate can transform your brokerage. Click below to get started!


Use the free kit, test the free templates, and if it’s helpful — we’ll show you how to scale it. No pressure.

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