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WORK SOCIAL AND BETTER CONNECT YOUR COMPANY WITH YOUR CLIENTS

In this 20 page tutorial, you will find step by step instructions with plenty of pictures to help you get started including:

  • What is a Social Employer Benefit Portal?
  • What are the Advantages of Creating a Social Employer Benefit Portal for your Clients?
  • How To Create a Social Employer Benefit Portal with Salesforce Chatter
  • What to include?
  • Who to invite?

These private branded social communities can entirely transform your client service value proposition while:

  • improving your client service
  • improving your client retention
  • increasing your new business sales

Download the Free How To Guide Now

COMPLETE THIS FORM TO DOWNLOAD THE FREE HOW TO GUIDE

CLIENT TESTIMONIALS
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"I can't imagine not using BenefitsGuide to keep track of everything that is done in our office. It also provides me with the freedom to work from anywhere securely. It's a great tool!"

NINA CHRISTOFORATOS
Client Services Director at Insurance Planning Associates
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" Benefits Guide has streamlined our office better than expected. The work flow protocals that were set up for our office help managed our day to day operations faster & more efficient. Our reps in the field have been saved by logging in from their smartphones when on meetings and being able to send any document needed on the spot. Benefits Guide = SUCCESS!!!!!! "

TODD JANNOTTI
CEO at Jannotti Insurance Agency