Introducing the BenefitsGuide Insurance CRM Integration Platform as a Service so that you can now integrate ANYTHING securely with your instance of BenefitsGuide.
As we continue to progress towards the goal of a single point of data entry across your organization, take a moment to consider how much time you would save if you could eliminate redundant data entry.
Finally an Integration solution that is both easy and affordable.
From simple data loading to real-time integration, connect BenefitsGuide Insurance CRM with all the other applications that you use to run your business.
No Need To Reinvent The Wheel
We have created Integration Templates for all of our Integration Partners that you can use as is or modify to match your specific business needs.
We can also create custom Integration Templates that allow you to connect your instance of BenefitsGuide to any system that has an API or standards-based connectivity.
Complete this form to learn how you can automate the movement of data between the different applications used to run your business.
"This system is the best tool for running our broker agency. It is customizable, and makes our work flow extremely efficient and is very user friendly. Our business is lean and more efficient because of BenefitsGuide. We never miss a task because of the way the system works. We have work flows that lead to the next step of selling, servicing and renewing group insurance products. We have been using BenefitsGuide for over 6 years and couldn’t be happier with it. The support has been excellent as well with prompt attention and quick responses."
It’s great, we love it. We have been using BenefitsGuide for more than 5 years and could not imagine running the broker business without it. In my 20 years of experience, I’ve used other agency management tools and there is no comparison, these guys got it right. As we add new staff and grow the business, BenefitsGuide makes it easy for new hires to get up to speed quickly. The support is great."