UBA Partners Win More Business With Dynamis
Dynamic Plan DesignUBA Benefits

DYNAMIC PLAN DESIGNER

Show your expertise and win new business with the Dynamic Plan Designer. Dynamis customers present employers with smarter plan design options and close business faster–often in just one meeting. Beat the competition by modifying plans face to face and showing the impact of plan design changes immediately, seamlessly integrating medical, Rx and ancillary into the benefits conversation.

Regardless of new levels of complexity in benefits planning, the Dynamic Plan Designer ensures that Producers and Account Managers are spending the majority of their time taking care of customers and prospects. That means you’ll retain more business, too.

Exclusive benefits for UBA partners

50% off of Set-Up and Conversion Fees

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15% off of Annual Subscription Fees

Best Pricing Guarantee

Discover How your UBA partners win More Business With Dynamis

In this video, David Stark of Diversified Insurance discusses the tremendous success his agency has had since partnering with Dynamis

THE BENEFITS OF DYNAMIC PLAN DESIGN

New Revenue


Differentiate yourself in a market that’s more competitive than ever. Compete head-to-head with the largest agencies—even those with sophisticated new technology. You now have easy-to-create proposals and dynamic presentations that can outshine any competition.

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Profitability


Take the time and guesswork out of proposal creation. Generate proposals in minutes and then tweak them in real-time with the Dynamic Plan Designer and reduce the number of meetings you need to close a deal. Lower costs associated with acquiring new customers and retain the ones you already have.

Customer Satisfaction


Your customers need to understand their benefits coverage options clearly. Foster big-picture, strategic benefits conversations that integrate medical, Rx and ancillary options, helping clients maximize their budget and make faster, better decisions. Eliminating unnecessary re-work equates to happier customers.

SIMPLIFY SELF-FUNDING WITH THE DYNAMIC PLAN DESIGNER

Easily present self-funded alternatives side-by-side with fully insured plans using the Dynamic Plan Designer, offering another creative way to save clients of all sizes money on their benefits plan. Learn more about our latest enhancement now.

THE DYNAMIC PLAN DESIGNER WORKS WITH GROUPS OF ALL SIZES

Premium Complexity

The complexity of CR premiums increases the amount of number crunching required and your spreadsheets are more dense and complex than ever. Complex premiums increase confusion, work and re-work.

More Than Averages

Using only premium cost averages to present options to employers isn’t enough. Employers want to see employee premium information presented both ways: as averages and as individual premiums.

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Carrier Inconsistencies

In most states, carriers provide small group quotes in many ways: list or composite billing, spouse and children, age banding, dependents as individuals, total premium and more. Dynamis provides one view for all groups.

FILL YOUR PIPELINE WITH OUR MARKETING MATERIALS

Dynamis provides everything you need to win more business and streamline renewals with the Dynamic Plan Designer, from educational videos to compelling case studies to effective email campaigns. Plus, we’ll brand our materials to your agency for a personalized experience.

SEE THE RESULTS FROM AGENCIES LIKE YOURS

“Without Dynamis, we wouldn’t have the new business that we have today. In the last 8 months, we’ve written $80,000 plus in new revenue that I would attribute solely to Dynamis. I can’t imagine us losing any clients that have signed up with us (since we started using the Dynamic Plan Designer).”

Tony Kahmann

Benefits Utilization Consultant, Waldo Agencies, Inc.

Our Customers

…and many other top US-based insurance agencies.

Contact Dynamis today for a FREE 15-minute consultation.