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Multiple systems that are not integrated are required to manage your broker business.

Imagine if BerniePortal were to sync with your agency management system so that :

  1. all Account information is updated

  2. new Contact records are created

  3. existing Contact records are updated

  4. when members make elections, workflow tasks are automatically created and assigned to the person  that communicates the transaction to the insurance carrier

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

 

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CLIENT TESTIMONIALS
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"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