Tools to Grow Your Benefits Business

FunnelSuite builds specialized solutions for benefits brokers — from websites that win trust, to scorecards that spark meetings, to automation and AI that keep clients engaged.

Explore Our Solutions



Trusted by Benefits Advisors across the country

Everything you need to stand out, win clients, and keep them

We don’t do generic marketing. We build productized solutions designed specifically for benefits brokers — to help you look more credible, generate better leads, grow your pipeline, and keep clients loyal.

Broker ProSites 

Professional websites that position benefits advisers as the go-to choice.

Your website should make employers want to work with you. Broker ProSites gives you a modern, professional platform that positions you as the expert and makes you stand out in meetings and RFPs. It’s built to showcase your value clearly and give you the credibility advantage over competitors.

  • Built specifically for benefits brokers and consultants
  • StoryBrand messaging for clear, compelling copy
  • Mobile-friendly and easy to manage
  • Positions you as the broker employers want to hire

Plan HEALTHcheck 

The benefits self-assessment scorecard that attracts, qualifies, and starts conversations with employers.

Plan HEALTHcheck is the simple tool brokers use to open doors with employers. By showing how a company’s benefits plan really measures up, it creates a natural reason to meet, uncover hidden costs, and start meaningful conversations.

  • Easy-to-use scorecard for employer benefits plans
  • Sparks conversations that lead to deeper reviews
  • Highlights gaps and hidden costs employers care about
  • Differentiates you from brokers who just “quote and hope”

ListEngine 

Consistent pipeline growth with new contacts and automated outreach every week.

Brokers don’t have time to chase leads or buy stale lists. ListEngine keeps your pipeline full by delivering fresh, verified decision-maker contacts directly into your CRM. With automated email outreach running in the background, you stay top of mind without cold calling or extra work.

  • 50 new, verified CEO, CFO, and HR contacts every week (~2,400/year)
  • Automatic CRM integration for smooth follow-up
  • Always-on nurture campaigns to keep you visible
  • Done-for-you list building + outreach — no added effort

HeyBen AI

Stand out and win RFPs. Give every client a 24/7 AI benefits assistant and benefits microsite.

HeyBen is an AI-powered concierge that answers employee benefits questions instantly, day or night. It reduces HR stress, saves brokers countless hours, and shows employers you bring innovative solutions they can’t get anywhere else.

  • Answers benefits questions from plan documents 24/7
  • Cuts down HR workload and broker back-and-forth
  • Differentiates you in renewals and RFPs
  • Optional messaging add-on for employee communications

How does it work?

Build Credibility

Generate Leads

Grow Your Pipeline

WIN & RETAIN CLIENTS

Discover if our tools are the right fit for you. Book a call.


It’s Not About More Tools — It’s About Better Execution

Most advisers already have tools — a website, some content, maybe even a CRM. But they’re either not connected or not doing what they’re supposed to do.

YourFunnelSuite gives you the stack, structure, and support to turn all those disconnected parts into one clear growth engine.