The AI-Powered Data Layer for Modern Employee Benefits
Monark is transforming the way employee benefits are distributed — with powerful AI that automates, personalizes, and scales the entire experience for brokers, employers, employees, and carriers.
Trusted by Leading Insurance Carriers
National and regional partners rely on Monark to streamline their quoting workflows and deliver modern experiences to brokers and employers.
Empowering Insurance Brokers With Group Plan Quoting That Works for All Clients
Quoting all lines of employee benefits used to be a challenge. Now with Monark HQ you can easily save your favorite plan configurations and request quotes from all your favorite carriers while keeping your personal carrier contacts! With the widest range of custom plans, we ensure that every plan aligns seamlessly with your client's goals and their employees' needs. Small Group, Large Group, Fully Insured, Level Funded, Self Funded, Voluntary, you name it, Monark can handle it!
The next generation of benefits sales marketing is here.
With over 20 years in the industry, we've seen first hand the manual steps needed between employers, brokers and carriers to get quotes and then get a policy issued. Fast track that entire process from step 1 with Monark's award winning and patent pending technology allowing you to track hundreds of Quotes and RFPs across dozens of carriers. Carriers reply faster since groups are pre formatted for them to keep their back office happy. Close higher volumes of business and do it faster than you ever thought possible with Monark.
- 1000+
- Employers
- 100+
- Brokers
- 100+
- Carriers
Award-winning platform trusted by industry professionals
For Brokers
Automate your quoting. Close more deals. Cut overhead.
Monark gives brokers a fully automated quoting and enrollment engine — helping you:
Reduce back-office costs
Increase operational efficiency
Drive 30–50% more sales in supplemental products
For Employers
Better rates. Happier employees. Less admin.
With Monark's AI concierge, employers gain access to:
Smarter plan design
Seamless administration
Real-time benefits support
→ Leading to higher employee satisfaction with less HR lift
For Employees
Personalized benefits guidance. Real financial support.
Employees get a built-in benefits advisor that delivers:
Expert-level decision support
Financial wellness coaching
Ongoing support throughout the enrollment journey
For Carriers
The right data. The right groups. The right outcomes.
Monark unlocks:
Access to high-quality group business
Real-time insights
Smarter targeting, pricing, and service models
Monark Preferred Carriers Receive
- Easily reply to any RFP
- Co-branded quote portal for your brokers
- Ensure RFPs are sent to the right sales rep
- Promote sales reps to brokers
- Track your win rates
- RFP underwriting exports
- Instant web-based proposals
- Broker deal room chat access
- Reporting
- Team Workflows
- Deal recommendations
- Deal Loss alerts
Enterprise Grade Quoting Platform
Monark is the new benchmark in employee benefits quoting systems. Everyone can access the internet so why are proposals still sent as PDF's or excel files to be printed for meetings? (If you really love Excel, you can still export from Monark)
- Easily upload and update census files
- Map employees to existing or new coverage options
- Compare coverage options side by side
- Model employer contributions
- Instantly share live proposals with clients
- Update in seconds and your client will already have the most current version
- Have your clients click to confirm the desired quote and send the employer master information to the carrier instantly to begin implementation
Proposal Management
With MonarkHQ you can share live updates to client quotes and proposals. Simply add the census information and click which plans you want to quote, map employer contribution as % or defined $, fixed or base plan modeling and then enter your clients email address to securely and instantly share the proposal.
Want to make an edit as they are looking at it? No problem, simply update the proposal and hit save, as they refresh their page they will see the new options. All your clients, proposals and quotes are saved, searchable and can instantly be edited.
The best part? When your client decides on a quote, they can select it and instantly notify you to get things going!