Fill out the form to see the short video, get a copy of the slides and a link to schedule a demonstration

With as little as a company name and website or the company name and address, you can use miEdge data to identify both group insurance and retirement planning opportunities and determine their potential commission value to you.

So before you invest much time, you can now make an informed decision as to whether or not this opportunity is worth pursuing.

Imagine that, from within your CRM, you can “sync with miEdge” and find both your prospects and clients reported: 
  • commissions
  • Premiumsmiedge-logo-white
  • fees and carrier bonuses
  • lines of coverage
  • renewal dates
  • service providers
  • Self-funded plans
  • stop/loss plans
  • fully insured plans
  • related accounting firms
And for those who sell group retirement plans, you can use miEdge Retirement data to immediately learn everything about your prospect or clients reported:
  • 401k’s
  • 403b’s
  • defined benefit plans
  • defined contribution plans

Immediately learn the plan:data_conversion_merge

  • asset performance
  • size
  • employee participation percentages
  • average assets per employee
  • critical data on fidelity bond compliance
  • hard to find 12b1 fees
  • corrective distributions
  • broker/consultants
  • centers of influence
  • unions
  • renewal dates
  • compliance issues
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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