BenefitsGuide Workflow Automation is a task based methodology for all the standard insurance broker business processes, such as:
The BenefitsGuide team of experienced Business Analysts will work with you to document the tasks performed in your office as part of the typical insurance broker processes using our proven methodology. Then we will build those workflows that were designed for your business into your environment, The result is a system customized specifically to your business, your requirements, using your jargon and business rules built entirely on the Salesforce Force.com Platform.
The system automatically creates and assigns tasks to the different people on your team based on the rules set up during your implementation for all the typical insurance broker processes.
Learn how you can use Workflow Automation to improve your renewal retention rates while also reducing the time required to service your existing business AND gain real time visibility into your entire operation.
