BenefitMall

Agency Workspace

Provides seamless support of multi-carrier quoting, online enrollment, and the management of your book of business.

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Built for Brokers. Backed by Specialist.

Agency Workspace brings together powerful enrollment technology and decades of experience to help brokers deliver more value to clients while growing their business. It’s more than just a platform — it’s a commitment to giving you the tools and support you need to compete and thrive in today’s benefits landscape.

With access to secure case submission, real-time insights, and a dedicated support team, you can simplify your workflow, build trust with clients, and spend more time doing what you do best.

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A Smarter Way to Power Your Agency

Agency Workspace is your all-in-one, no-cost digital platform for managing your CRC Benefits book of business. Backed by industry-leading security for cloud-based applications, it gives you a transparent and centralized place to run quotes, submit enrollments, track commissions, and access carrier information.

Whether you're managing a growing team or are a team of one, Agency Workspace offers the efficiency, visibility, and support you need to serve your clients with scalability — without added costs or complexity.

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Broker Dashboard

Manage every step of your workflow, from quote to enroll, with a 360-degree view of your business. Access real-time case status updates, track commissions and rewards, view renewals, manage users, and keep your book of business organized in one secure location.

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Quoting

Deliver fast, accurate, client-ready quotes and proposals across multiple carriers and lines of coverage. From medical to ancillary and voluntary plans, our intuitive shopping experience helps you compare options quickly and confidently.

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Streamlined Enrollments

Submit enrollments the way that works best for you, paperless online or securely uploading manual forms. Either way, you’ll get real-time case status and timely submission to carriers for a smooth, reliable process.

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Benefits Administration

Connect with trusted Ben Admin partners for digital enrollments with easy renewals and upsell opportunities.

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Carrier Center

Access up-to-date carrier documents, forms, plans, commissions, cutoff dates, and provider networks all in one place, for all the carriers you work with.

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User Management

Create an agency hierarchy and customize access levels for your team, so everyone sees exactly what they need, and nothing they don’t.

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Clients + Accounts

Quickly access a complete list of your CRC Benefits clients using smart search and filter tools for faster service and follow-up.

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Personalized Workspace

Easily create and edit your personal information, licenses, and carrier appointments to keep your profile current.

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Help Center Support

Get fast answers or in-depth help from our digital support team via live chat, email, or phone. Submit tickets directly in Agency Workspace for quoting, enrollment, and ben admin support.

Benefits Administration

We leverage our experience and relationships with top benefits administration providers to offer our brokers unparalleled support through professional service and advanced technology.

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Need Digital Support? 844.448.9435

© 2025 Centerstone Insurance and Financial Services, LLC d/b/a CRC Benefits. California License No. 0639679. No claim to any government works or material copyrighted by third parties. This material is intended for licensed insurance agency use only. This is not intended for business owner or insured use. If you are not a licensed agent, please disregard this communication.