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TOUR .Place your cursor over one of the items to view the screen demos and obtain additional information..

Automated Emails
 . Automated Workflows
Sales Automation
Employee Portal
Benefits Admin Portal
Open Enrollment Wizard
Reports & Dashboards
Accounts
Contacts
Insurance Products
Group Insurance Plans
Member Transactions
Claims
Attachments
Activities & Events
Integration
Return on Investment
Getting Started
 
Avoid errors in plan administration and reduce the time needed to complete each task with BenefitsGuide's pre-defined structured workflows that automatically assign workflow tasks to the right person at the right time within your broker office. View the status of these structured workflow processes with real time task status reporting and dashboards.

  




 

 

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