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.
✅ 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
❌ 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.
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!
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