BeneOffice

Cloud-based brokerage management suite for Canadian employee benefits brokers

Distribution & Sales Startup Bootstrapped

Overview

BeneOffice is a distribution and sales platform purpose-built for Canadian employee benefits insurance brokers. The company serves brokers of all sizes -- small, medium, and large -- who sell, service, and renew Employee Benefits and Group Retirement/Pension programs for employer clients across Canada.

The platform is delivered as a cloud-hosted SaaS suite with per-user subscription pricing. Core modules cover client acquisition and workflow management, group RFP and proposal generation for both benefits and retirement products, renewal analysis, commission tracking, and back-office brokerage operations. Data is hosted in Canada for regulatory compliance and data sovereignty.

BeneOffice was co-founded in 2017 by Charles Bedard, who brings over 30 years of experience in employee benefits, underwriting, and plan design, and Graham Clifford, VP of InsurTech Software. The company operates exclusively in the Canadian market and has been featured in the InsurTech Spotlight series on Insurance-Canada.ca.

Products & Services

BeneOffice Platform

A cloud-based enterprise suite for employee benefits insurance brokers that supports the full client lifecycle from acquisition through renewal.

Key Features

Task Monitor for workflow management and sales pipeline tracking
Client Profiles as a centralized repository for all client information
Group RFP / SPEC tool for employee benefits quote and proposal generation
Group Retirement proposal workflows supporting RRSP, DPSP, DCPP, DBPP, TFSA, and NRSP plan types
Renewal IQ smart calculators and negotiation tools for group benefits renewal analysis
Commission Tracker for split management and commission reporting
Compliance tracking for licenses, E&O, and Continuing Education credits
Brokerage-Ops module for budgets, HR, and business development

Target Users: Employee benefits insurance brokers (small, medium, and large)

MyGroupROBO

An in-development B2B automation feature for group retirement and benefits workflows. Currently listed as coming soon.

Target Users: Employee benefits brokers managing group retirement programs

At a Glance

Founded: 2017
Headquarters: London, Ontario, Canada
Employees: 1-10
Funding: Bootstrapped

Category & Focus

Category: Distribution & Sales
Subcategories: Agency management group benefits brokerage tools commission tracking
Insurance Verticals: Group Benefits
Target Customers: Brokers