The problem is that multiple systems are required to manage your broker buiness and these systems are not integrated

Imagine if you could use the data in your CRM to create beautiful:

  1. Consultative Sales Content
  2. Ancillary & Voluntary Content
  3. Benchmarking Content
  4. Self-Funded Content
  5. Employee Survey Content
  6. Compliance Content
  7. Employee Communication Content

Check out this short video below or fill out the form on this page to learn how: 

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CLIENT TESTIMONIALS
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"If you are a growing agency and need an organized system that is flexible and scalable to take your business to the next level you need...Benefits Guide. It has completely revolutionized how we track client calls, tasks, emails, new business, renewals, and reporting with his system. We demo'd many products from his competitors before choosing Benefits Guide and for the first time are confident that our house is in order and ready to grow to any size."

RYAN SULLIVAN
Managing Partner at Employee Benefit Services of Maryland
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"We implemented BenefitsGuide in February 2017 and it changed the way we do business as an agency. The workflow automation, access to data, reporting, and commissions management allowed us to run our business like a Fortune 100. We grew organically by 32% that year and doubled our staff which was incredibly simple to accommodate since we built our business on BenefitsGuide. This is a game-changer and a must have for all agencies!"

Bob gearhart jr
Best Selling Author | Speaker | Benefits Strategist