A benefit management system and method provides a portal-based information management and collaborative business process application. Preferably, the system and method is focused at the benefit broker/consultant and is configured to capture employee benefit management data, such as demographic data and plan data. Further, preferably, one or more users are provided with customized user access to the centralized application for use in performing one or more various benefit plan management functions, such as, for example, marketing, plan design; enrollment; administration; and communication between one or more application users.