BenefitsGuide Workflow Automation is a task based methodology for all the standard insurance broker business processes, such as:

  1. Renewal Review
  2. RFP Marketing
  3. New Plan Setup with a New Carrier
  4. Plan Change with the Same Carrier
  5. Member Transactions
  6. ACA Compliances / 5500 Reporting
  7. and plenty more...

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 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.

Complete this form to learn how you can automate your insurance brokerage client service processes.

Learn More About Workflow Automation


"This system is the best tool for running our broker agency.  It is customizable, and makes our work flow extremely efficient and is very user friendly.  Our business is lean and more efficient because of BenefitsGuide. We never miss a task because of the way the system works. We have work flows that lead to the next step of selling, servicing and renewing group insurance products.   We have been using BenefitsGuide for over 6 years and couldn’t be happier with it.  The support has been excellent as well with prompt attention and quick responses."

Susan Burns
Licensed Insurance Broker at Gary Levine & Associates, Ltd.

It’s great, we love it. We have been using BenefitsGuide for more than 5 years and could not imagine running the broker business without it. In my 20 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."

President at Vanguard Benefit Solutions