BeneOffice
Cloud-based brokerage management suite for Canadian employee benefits brokers
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
Customers
- No specific named customers publicly disclosed
Links
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Last updated: 2026-06-12