Run Your Entire Benefits Renewal Workflow in One System

Monark helps employee benefits brokers manage census, markets, proposals, and renewals in one connected workflow — without spreadsheets, scattered emails, or version chaos.

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Set up your account and start managing groups in minutes.

Book a Workflow Demo

We'll map Monark to your renewal process in 15 minutes.

If You're Managing Renewals Across Spreadsheets, Email, and PDFs — You're Not Alone.

Most agencies juggle:

Census collection in one place
Carrier quotes in another
Proposal versions in email threads
Renewal tracking in spreadsheets

Monark connects it all into a single workflow — from census to client-ready proposal.

From Census to Client in One Flow

Collect and manage group census
Compare and track carrier markets
Generate clean, client-ready proposals
Track renewals in one place

No duplicate work. No disconnected systems.

Just Getting Organized?

Whether you manage 5 groups or 75, Monark gives you structure without complexity. Start simple, add your groups, and scale your workflow as you grow.

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