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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

BeneTrac is exclusively available through employee benefit brokers, ensuring that clients receive personalized service. What sets BeneTrac apart is its provision of a local representative who possesses expertise in both carriers and technology. With BeneTrac, businesses can find a sustainable solution to their Human Capital Management (HCM) requirements. The combination of BeneTrac software and the Paychex Flex® HCM platform allows for smooth integration with your existing office systems. After nearly twenty years of advancements, we have broadened our cloud-based offerings to encompass a complete range of Human Capital Management services, catering to the evolving needs of organizations. This evolution positions BeneTrac as a leader in the HCM landscape, committed to delivering innovative solutions.

Description

If your existing software is failing to efficiently handle your data, financial dealings, and client interactions, we should discuss potential improvements! Your business relies heavily on data management, so enhancing this aspect is crucial. With LeadTrac™, you can benefit from tailored field sets that facilitate data organization and simplify processes such as intake, enrollment, and sales. Additionally, make use of robust and adaptable workflows specific to each department to ensure that staff, tasks, and client relationships remain organized and effective. This could significantly enhance your operational efficiency and overall business performance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$39.95 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Paychex

Founded

1971

Country

United States

Website

www.benetrac.com

Vendor Details

Company Name

National Data Systems

Founded

2006

Country

United States

Website

www.ndssite.com/solutions

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration No 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Law Practice Management

Billing & Invoicing No 
CRM Yes 
Calendar Management No 
Client Portal No 
Conflict Management No 
Contract Management No 
Document Management No 
Email Management No 
Legal Case Management Yes 
Task Management No 
Time Tracking No 
Trust Accounting No 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

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