CRM Insurance Software - Agency Management System for the Health Insurance Broker, Agency or General Agent

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

Increase new business sales by differentiating your brokerage from the competition using the BenefitsGuide value added services. Identify good prospects using the Report Wizard and HTML email tracking.