WHAT CRM FEATURES AND FUNCTIONS DO YOU NEED TO RUN YOUR INSURANCE BROKER BUSINESS?

All businesses, regardless of size or industry, need essentially the same types of tools to manage their information.  Think about it, it doesn't matter if you are the butcher, the baker, the candlestick maker, if you are selling widgets or insurance, you need a tool that will:

  1. track and manage information about your clients and prospects
  2. take notes on your conversations and set follow up tasks
  3. integration with Microsoft Outlook for email and calendar
  4. reporting and dashboard analytics
  5. workflow automation
  6. mobile access
  7. infinitely customizable
  8. easily integrate with other applications that are used to run your business so that you only need to enter information into one system
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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