Tasks are automatically created and assigned to the different people on your team based on your business rules for the most common business processes; such as. Renewals, RFP Marketing, New Plan Setup, etc.
Manage employees, check status of ongoing work, re-allocate workload, monitor workflow progress, and identify good prospects with the wizard based reporting. Use the Dashboards for an overview of your business at a glance or click into any report to see the details.
Because BenefitsGuide is built in the Salesforce Lightning Experience, you have access to over 3000 apps that are available on the AppExchange, the world's leading business app marketplace. It’s a proven ecosystem of apps, with millions of installs and thousands of customer reviews to help you find the best match for your business.
Manage the process of marketing insurance coverage to different carrier reps and eliminate time spent reporting to management.
Using BenefitsGuide and the Salesforce1 mobile app, you can run your entire insurance broker business from anywhere in the world. Access ALL of your information no matter where you are so you can stay connected to clients, staff and carrier reps and are more productive.
In addition to the native Salesforce and Outlook integration, there are over 50 different apps available that connect Outlook and BenefitsGuide, many are 'free' while others are available for a nominal fee.
Create beautiful custom branded Benefit Booklets with the click of a button that include information about plan benefits, eligibility, plan options including cost per pay period, co payments, deductibles, prescription costs and much more.
You can now integrate ANYTHING securely with your instance of BenefitsGuide Insurance CRM. Consider how much time and money you would save if you could eliminate costly redundant data entry.
Which Insurance CRM is best for your agency and why? Use this tool to compare your options. Which agency management systems will actually help you to make more money?
7 ways you can save time and money by applying structure and automation to your insurance broker business.
Avoid errors in plan administration and reduce the time needed to complete each task with BenefitsGuide's CUSTOM structured workflows that automatically assign tasks to the right person at the right time within your broker office based on your business rules. View the status with real time task reporting and dashboards.
Track and manage enrollments, terminations, changes to benefits as member transactions. Automatically maintain details on historical member transactions for future reference. Run a paperless office; attach files to any member transaction record.
We have modeled into BenefitsGuide the most classic of all insurance sales management methodologies. Often referred to as the "One Card File" system or the "Tickler Card File" system.
Reduce the number of incoming client service calls that your office receives with BenefitsGuide's member transaction based automated email communication to your clients group benefit administrators and their employees. Proactively communicate benefits to clients and their employees, provide forms needed for plan administration, links to search provider networks, information about value added services included on their plans and much more.