Our users dream big—and we’re here to make those dreams a reality.
While BenefitsGuide is a pre-customized version of the Salesforce Platform specifically designed as an employee benefits focused insurance agency management system, we know that true success lies in creating a system that speaks directly to the very specific needs of your business.
Customizing Salesforce can sometimes require more technical skill or time than you have on hand. That’s where we come in.
Bridging the Customization Gap
The time, expertise, and occasional complexity involved in implementing custom features can turn even the best ideas into frustrating roadblocks. Most of these ideas for customization typically fall outside of standard support yet are often too small to justify a third-party consultant. That is why we have introduced a solution that brings your ideas to life without requiring any technical resources or big costs.
Introducing Micro Services: Small Projects, Big Impact
With Micro Services, we’re bridging the gap between your agency’s vision and the resources needed to achieve it. Micro Services are small, targeted projects that take just a few hours or a couple of days to complete. This means quick, focused adjustments are possible without overwhelming costs, allowing you to achieve big changes in a short amount of time.
What Can Micro Services Do for You?
Micro Services cover a wide range of customization options, including:
- AppExchange Integration: Tap into the power of thousands of compatible third-party apps. Whether you need Text or SMS messaging, integrated phone systems like RingCentral, customer surveys, or digital signatures with DocuSign, we can bring these capabilities directly into your system.
- Email Templates & Branding: Stand out with custom email templates and branded letterheads that make each communication align with your agency’s identity.
- Custom Reports & Dashboards: Make data-driven decisions with tailored reports and dashboards that reflect your agency’s KPIs and unique workflows.
- Workflow Automation: Unlock new levels of efficiency by customizing workflows for tracking, automation, and management, ensuring every step is optimized for your agency.
Ready to Realize Your Vision?
Every agency is different, and we’re here to make sure BenefitsGuide feels like it was made specifically for yours. Our Micro Services allow you to request a project by simply emailing support@benefitsguide.com with the subject “Micro Services.” Include a description of what you’d like to achieve, and we’ll provide a non-binding estimate—or reach out to refine your requirements if needed. If you decide to move forward, we’ll handle the rest, billing only for the time and materials used to complete your project.
Start Customizing Today
Your agency deserves a platform that can grow and adapt as you do. With BenefitsGuide and Micro Services, anything is possible. Let’s make it happen.
Let’s connect and see how it can work for you.
