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Can you look at simple reports like this to check the status of all your upcoming renewals?

BenefitsGuide-renewal-reportingThis FREE DOWNLOAD will explain 7 ways that you can significantly improve your insurance broker business and make more money with workflow automation.

Learn how you can make more money by applying workflow automation to your insurance broker business.

Download the Free Guide: 7 Ways That Workflow Automation Will Save you Time and Money 

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CLIENT TESTIMONIALS
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"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. "

JOSHUA P. SMITH
President at Vanguard Benefit Solutions
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"Benefits Guide has streamlined our office better than expected. The work flow protocals that were set up for our office help managed our day to day operations faster & more efficient. Our reps in the field have been saved by logging in from their smartphones when on meetings and being able to send any document needed on the spot. Benefits Guide = SUCCESS!!!!!! "

TODD JANNOTTI
Owner at Jannotti Insurance Agency