The Smarter Way to Grow Your Brokerage
Streamline your operations, simplify client management, and unlock new growth opportunities with PureFlow — the all-in-one CRM designed for insurance brokers.
INTRODUCING PUREFLOW CRM
SMARTER TOOLS. STRONGER CLIENTS. BIGGER GROWTH.
PureFlow is the next evolution of broker technology—built to simplify your workload, boost retention, and maximize opportunities with every client.
Streamlined compliance and secure client management
Automation that saves hours each week
Tools designed specifically for insurance brokers
FIND OUT WHERE YOU STAND
Take the Growth Assessment
In just a few minutes, discover the opportunities, tools, and strategies that can help you grow your book of business. The results will highlight where you are strongest and where Access Benefits can support you with PureFlow CRM, training, and resources.
Takes less than 3 to 5 minutes
Clear next steps to accelerate your growth
campaign tools
Access a complete marketing toolbox—automation, branding, and digital assets to grow your presence.
Broker Divisions
Whether you specialize in health, Medicare, life, or annuities, PureFlow adapts to your market.
Training & Events
Join hands-on workshops, live coaching webinars, and growth-focused meetups built for brokers.
agent resources
rom succession planning to ongoing support, we provide the resources you need to stay competitive.
WELCOME AGENTS!
Support That Helps Agents Succeed
At Access Benefits, we’re dedicated to empowering brokers to work smarter and grow faster. With PureFlow CRM, personalized training, and a team that acts as your extended back office, you’ll have the support and tools you need to scale your book of business—without getting overwhelmed.
Ready to Unlock More Clients and Revenue in 2025?
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This Chair Could Change You..
Frequently Asked Questions
Will I earn residuals?
Yes! As an independent agent, most carriers we work with offer vesting and renewals in their agreements—an essential part of building long-term growth in your career.
Am I considered a captive agent?
No. Agents who take advantage of everything Access Benefits offers remain independent and self-employed.
Do I need to get appointed through Access Benefits?
Yes. As an independent agent, you’re free to work with anyone you choose—but you’ll get the most value from Access Benefits resources when appointments are placed through us.
Am I allowed to work other jobs?
Yes. Access Benefits aims to help you make your independent insurance career a long lasting stream of income, empowering you to enjoy the full freedom of true independence.
Let’s dive in and learn together!
With Access Benefits, you’re not an employee—you’re an independent agent in full control of your career. We’re here to provide the tools and support you need to build lasting success in the insurance industry.
