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Are you prepared to deal with Community Rating?


Dynamis can help your agency generate profitability from small groups.

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Are you prepared to deal with Community Rating?


Dynamis can help your agency generate profitability from small groups.

Complex Premiums

The complexity of CR premiums significantly increases the amount of number crunching required and that means the spreadsheets are more dense & complex than ever.  It is leading to a lot more confusion, work, and re-work.

Employers Need More than Averages

Some agencies were considering using premium cost averages to present options to employers. However, that's not enough. They quickly found that employers want to see the information presented both ways, as averages and as individual premiums.

Carrier Inconsistencies

In most states and across the country, carriers are vastly different in how they are providing small group quotes.  List billing, composite billing, spouse and children, age banding, dependents as individuals, total premium, averages and more.  Dynamis provides one view for all your Community Rated groups.

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Are you spending too much time working with spreadsheets?


And not enough time with customers...

 

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Are you spending too much time working with spreadsheets?


And not enough time with customers...

 

Introducing Dynamic Plan Design from Dynamis

Regardless of new levels of complexity in benefits planning, the Dynamic Plan Designer from Dynamis puts you in a position where Producers and Account Managers are spending the majority of their time taking care of customers and prospects.

Simplify your proposals with Dynamic Plan Design. At a time when carrier proposals can be 8x longer than they used to be, one Dynamis customer leveraged our Dynamic Plan Designer to go entirely paperless last quarter.

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Does this look familiar?


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Does this look familiar?


Experience the difference of Dynamic Plan Design

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New Revenue

Dynamic Plan Design is a key differentiator in a market that is more competitive than ever. If you are focused on growing your agency's revenue, Dynamic Plan Design can be a difference maker.  This system helps you compete head-to-head with the largest agencies, especially those that are adopting sophisticated new technology to improve customer presentations and proposal processes.

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Profitability

Put an end to the proposal madness.  Taking the guesswork out of proposal creation gives you the ability to conduct fewer meetings and reduce all of the costs associated with acquiring new customers and retaining existing customers.

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Customer Satisfaction

Now, more than ever, your customers need to understand their Benefits Coverage options more clearly.  With Dynamic Plan Design, you can lead the way to easier conversations and faster, better decisions.  Plus, by eliminating unnecessary re-work, the customer's experience is less complicated and labor-intensive.  All of that equates to happier customers.

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Customer Testimonials


Agencies and Employers are talking about the benefits of Dynamic Plan Design

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Customer Testimonials


Agencies and Employers are talking about the benefits of Dynamic Plan Design

Waldo Agencies' Significant First-Year Return

In using Dynamis over the last year, we have gained new clients that could only have been obtained by using the benefit and financial modeling of the software. The factors and variables available, particularly for HRA reimbursement and utilization percentages, have enabled us to provide many scenarios that have been essential to our strategic planning process with clients and development of both short- and long-term solutions. We are thrilled with the results and our future prospects for revenue using Dynamis.

Tony Kahmann, Benefits Utilization Consultant Waldo Agencies, Inc.

The Benefit of Dynamic Plan Design for Employers

Dynamic Plan Design allows you to model plan options and then make changes to those plans in real time – in front of your employer groups. Bring your agency into the modern information age and blow your competitors away. Once you and your producers experience the power of Dynamic Plan Design you will never go back to spreadsheets and static reports again!

  • Interactively Engage Employers
  • Visually Show Alternatives
  • Demonstrate Changes in Real Time
  • Showcase Your Expertise
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How it works


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How it works


Today’s problems require a modern solution, yet 99% of your competitors will still be coming to the table with the same stale, static presentations that they’ve been using for the last 20 years. Take advantage by showcasing your unique ability to answer questions in real-time, and clearly guide your clients through their options to the right decisions.

The Dynamic Plan Designer was built to help you sell faster, retain existing accounts, and position you above your competition.

Enhance your boardroom presence by using the Dynamic Plan Designer to showcase your expertise in plan design. You will be able to hold a different conversation with your clients and prospects in a way that your competitors using spreadsheets can’t touch.

Graphically depict your plan designs in a way employers will easily understand. Employers will be able to see the impact on their bottom line and on employee benefits at a single glance. Plan options will be easily comparable, and employers will feel in control of their own destiny.

Guide the conversation with employers and quickly finalize plan selections. Engaged employers will be able to see the impact to plan design changes immediately rather than waiting for someone to run new spreadsheets ‘back at the office’.

Prepare for renewal or prospecting meetings in a matter of minutes. Easily select plans from a plan library to share design options with employers.

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Our clients


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Our clients


A representative sub-set of our existing customers:

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Request a FREE 15-Minute Consultation!


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Request a FREE 15-Minute Consultation!


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