A Simple, Consistent Workflow
AncillaryGPS guides brokers through every step with efficiency and precision
Let's start a conversation! Follow the link below so we can learn more about your practice and schedule a demo.
Step 1
Create Your Firm Account
Tell us about your Employee Benefit practice!
Set up your AncillaryGPS Administrator(s) with full permission to caseload and financial data.
Help us understand key individuals in your firm’s leadership structure.
Add Users and organize colleagues into Teams for workflow and financial tracking.
Step 2
Create a plan sponsor and assign to the appropriate User or Team.
Organize and support quoting events for any scenario or contribution structure.
Track open and closed events with full visibility of financials, status, and assignments.
Add Plan Sponsors & Launch Quoting Events
Step 3
AncillaryGPS supports all major Group and Voluntary ancillary plan types. Users follow guided inputs and the system provides:
Calculated premium, benefit volumes, employee costs, and plan sponsor costs.
Recurring revenue comparisons based on the selected plans and commission structures.
Tailored RFP cover letters, client education, and checklists for each product type.
Track deadlines, progress, and revenue for each User and Team within your agency.
What you gain:
Consistent process, accurate data, and fewer errors—so you can quote with confidence and scale efficiently.
Build RFPs with Guided Inputs
Step 4
Analyze Results & Track Revenue
Compare Current plan and Quoted plan cost breakdowns between employees and plan sponsors.
Forecast recurring revenue changes and build premium impact projections by carrier.
Easy access to historical plan and quote data.
Export financial data for firm leadership, client management, and sales reporting needs.
Plus, system alerts will flag:
User activity and inactivity.
Deadlines by event.
Upcoming renewals.
What you gain:
Actionable insights backed by data—so you can deliver smarter recommendations, uncover new revenue opportunities, and strengthen client trust.
Step 5
Close Events & Continue Stewardship
Once an event is complete:
Close the event to finalize financial outcomes.
Store sold and renewed plan history with marketing results for future reference.
Warehouse data for plans and events your clients and prospects do NOT select.
Generate stewardship reports to guide future strategy and planning.
What you gain:
A repeatable process that improves client retention, strengthens long-term relationships, and positions your firm as a trusted strategic advisor.
Why This Workflow Works
Every firm uses the same framework, reducing variability and risk across teams.
Structured
Accurate
Eliminates manual calculation errors and inconsistent documentation.
Scalable
Designed for firms of all sizes—from small teams to multi-office brokerages.
