For
The Retail Insurance Broker...
BenefitsGuide is a web-based Broker Management System and Employee
Benefit Portal for the retail group health insurance broker built
entirely on the Force.com platform.
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360
degree visibility into the entire organization |
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|
Manage customers,
prospects, carriers and more |
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|
Manage policies |
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|
Predefined automated
workflows |
|
|
Automated email
communication to group members |
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|
Track and manage policy
members |
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|
Track and manage policy
changes |
|
|
Track and manage
carriers |
|
|
Claims resolution |
|
|
Document management |
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|
Online Employee Benefit
Portal |
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|
Online Open Enrollment
Wizard |
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Integrated with Outlook,
Word, Excel |
|
|
Reports and Analytics |
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For The Wholesale Insurance Brokerage...
BenefitsGuide is a web-based Agency Management System and Employee
Benefit Portal for the general agency, the wholesale insurance broker,
built entirely on the Force.com platform.
|
|
360
degree visibility into entire organization |
|
|
Manage
customers, prospects, carriers and more |
|
|
Manage
Broker teams |
|
|
Manage
RFP process |
|
|
Manage
policies |
|
|
Predefined automated workflows |
|
|
Automated
email communication to brokers and group members |
|
|
Track and
manage policy members |
|
|
Track and
manage policy changes |
|
|
Track and
manage carriers |
|
|
Claims
resolution |
|
|
Document
management |
|
|
Online
Employee Benefit Portal |
|
|
Online
Open Enrollment Wizard |
|
|
Integrated with Outlook, Word, Excel |
|
|
Reports
and Analytics |
|
|
|
