Summer Broker Webinar 2026: Key Takeaways
Thank you to everyone who attended our Summer Broker Webinar series. During these sessions, we shared recent enhancements to the Benefitter platform, highlighted new capabilities introduced throughout 2025 and 2026, and provided a look ahead at our 2027 roadmap. Here’s a summary of the key updates.
Recent Platform Enhancements
Over the past year, Benefitter has introduced several new features designed to streamline quoting, underwriting, enrollment, and case management processes, including:
- Customizable proposal outputs
- AI-powered platform enhancements
- Digitization of Summary of Benefits and Coverage (SBCs)
- Digitized fully insured employer applications
- UHC specialty-only installations
- Spanish Individual Medical Questionnaires (IMQs)
- Surest quoting support
- Expanded level-funded carrier offerings, including Optimyl
2026 Feature Highlights
Throughout 2026, Benefitter released several enhancements to improve efficiency and user experience:
Q1
- UHC Communication Center for direct underwriting communications
- Improved underwriting workflow communications and pends management
Q2
- SIC code search
- Census overwrite functionality
- Employee-specific kiosk pages
- UHC Level Funded Dental and Vision support
Q3
- Plan Recommendations
- Proposal Upload
- Census Upload
- Group Upload
- Specialty SBC Upload
- AI-driven tools and workflow enhancements
Additional Q3 releases included:
- Automatic GRA generation for UHC Level Funded groups
- Multiple payees for ACA installations
- Enhanced proposal branding with custom fonts, colors, and images
- Multi-agency user support
- Preliminary underwriting resubmissions
- Provider search capabilities
- Expanded custom plan design options
- Price delta labeling for easier plan comparisons
AI-Powered Innovation
Artificial intelligence continues to be a major focus for Benefitter. New and upcoming AI-enabled capabilities include:
- Broker Dashboard AI insights
- AI-powered Group Plan Recommendations
- Bulk Group Upload automation
- AI-assisted upload and processing of Level Funded IMQs and Group Applications
- Agency platform modernization and refactoring efforts
Looking Ahead to 2027
The Benefitter team remains focused on expanding automation, improving broker workflows, enhancing AI-driven recommendations, and delivering new ways to simplify the benefits quoting and enrollment experience. Additional details on the 2027 roadmap will be shared in future webinars and product communications.
Resources & Training
To help you stay current with platform enhancements and best practices, we encourage all users to attend Benefitter training sessions.
Available Training:
- Basic Training: Quoting, proposals, and core functionality
- Advanced Enrollment Training: Underwriting, enrollment, and electronic installation workflows
Visit: https://help.benefitter.com/training/
For support, training, demos, or questions, contact support@benefitter.com or call (800) 419-0116. Support is available Monday through Friday, 8:00 a.m. to 7:00 p.m. CST.
Thank you for being part of the Benefitter community. We appreciate your partnership and look forward to sharing additional updates during our Winter Webinar Series in early 2027.