Administr

Administr is a unified operations platform for insurance brokers and benefits agencies. It brings client records, quoting, benefits enrollment, commissions, marketing, compliance, reporting, and workflow automation into one workspace. Teams can maintain complete client profiles, interaction history, employee and dependent records, documents, tasks, and renewal dates. For benefits work, Administr supports automated enrollment flows, employee self-service, carrier EDI and eligibility feeds, life-event processing, contribution tiers, and dependent eligibility tracking. Its quoting tools compare rates from multiple carriers, generate proposals, track follow-up, and connect quotes to enrollment. Agencies can also manage ACA, ERISA, HIPAA, and COBRA requirements with alerts, audit history, reporting, and document generation. Built-in marketing covers email, SMS, drip sequences, lead capture, and campaign analytics, while dashboards track commissions, retention, revenue, and growth. The platform is intended for insurance professionals who want a central system for recurring agency operations and client service, with custom options available for larger or specialized deployments.