By applying structure and automation to the different business processes that you perform regularly, you can:

  • Reduce the amount of time it takes to manage your existing business
  • Have real time visibility into  your Client Service Operations
    • Renewals
    • RFP Marketing
    • New Plan
    • Plan Change
    • Claims Advocacy
    • Open Enrollment Meetings
    • Member Transactions
    • ACA Compliance
  • Have real time visibility into your Sales Pipeline
  • Focus your time on New Business Sales
  • Make More Money

See how the most well run agencies are doing it.

Let us show you how Workflow Automation will help you to save time and make more money.

Go on to fill the form over to the right.

Contact Us To See How The BenefitsGuide RFP Manager Can Work For You


"This is a great customized benefits managment system. It was truly meets the daily needs of a benefits broker. We are able to quickly look up our clients information which includes detailed plan information on the group. We have records for all activity on the account even down to the employee level. The information is even available to us when we are out of the office. The system provides a roadmap (a set of tasks) that our staff must follow to properly administer our operations. This helps ensure customer satisfaction and a high retention of clients. We are extemely pleased with the system."

Partner at The Medical Link

"It’s great, we love it. We have been using BenefitsGuide for more than 2 years and could not imagine running the broker business without it. In my 15 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. "

Joshua Smith
CEO at Vanguard Benefit Solutions