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The problem is that multiple systems are required to manage your broker business and these systems are not integrated.

Imagine if you could sync BenefitsGuide with BerniePortal so that when elections are made online:

  1. all Account information is updated in BenefitsGuide

  2. new Contact records are created in BenefitsGuide

  3. existing Contact records are updated in BenefitsGuide

  4. new Member Transaction records are created in BenefitsGuide for each election made by each member in BerniePortal 

  5. workflow tasks are automatically created in BenefitsGuide and assigned to the person  that communicates the transaction to the insurance carrier

  6. tying into the BenefitsGuide proactive automated email solution

Check out this short video below or fill out the form on this page to learn more:

 

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CLIENT TESTIMONIALS
Ryan_Sullivan.jpg

"If you are a growing agency and need an organized system that is flexible and scalable to take your business to the next level you need...Benefits Guide. It has completely revolutionized how we track client calls, tasks, emails, new business, renewals, and reporting with his system. We demo'd many products from his competitors before choosing Benefits Guide and for the first time are confident that our house is in order and ready to grow to any size."

RYAN SULLIVAN
Managing Partner at Employee Benefit Services of Maryland
TonyMaffeo

"BenefitsGuide just makes sense! It houses and organizes a massive amount of information in an easy to locate and use fashion. The ability to track and remind us of upcoming tasks will ensure that opportunities and to do items are addressed on time. The training videos are awesome, and the instructions are easy to follow and informative. BenefitsGuide allows me to continue Living the Dream, Selling Insurance! "

TONY MAFFEO
Employee Benefits Guru |CEO | Health, Dental, Life Insurance Broker