BenefitsGuide: Lightning Experience, the next generation of insurance agency management has arrived


BenefitsGuide: Lightning Experience, with it’s modern, productivity-boosting user experience, is designed to help you to better manage your agency by harnessing the power of Salesforce Lightning.

What makes BenefitsGuide: Lightning Experience so much better?

This is definitely one of those things that you are going to need to see for yourself, but the best way to explain the advantages of the BenefitsGuide: Lightning Experience is that the pages are designed around what you can do, instead of what you can view.

Salesforce LightningWith all new features and redesigned pages, there are so many advantages to the new BenefitsGuide: Lightning Experience including:

  • Quick access to productivity tools like Activity History, Recent Items, Chatter and Files from every page
  • New page layouts that focus on what you can do instead of what you can view
  • Click to Filter Dashboard and Report views allow you to easily see the data you want
  • Turbocharged list views that let you easily filter and visualize your data

Take a Tour of the new BenefitsGuide: LIGHTNING EXPERIENCE

BenefitsGuide Lightning home pageWe’ve re-imagined the way you start your day with a brand new, intelligent Home Page so you can monitor the performance of your team and more easily get insights on key accounts.  Plus, we’ve added this super cool Activity History module to each page so that you can take notes and send emails from every page.

Accounts and Contacts

We’ve optimized the layout for accounts and contacts, organizing the content so your sales and service reps can quickly and easily find and gather information.BenefitsGuide Lightning Small Group Account Page

  • Locate important data efficiently with the redesigned Lightning Experience page layout.
  • Keep your data clean with field-level duplicate Account and Contact record matching
  • Review past and upcoming activities without leaving the page

Reports and Dashboards

Everyone LOVES the new BenefitsGuide: Lightning Experience Reports and Dashboards 

  • The updated dashboard editor features components that span both columns and rows
  • You can now make dashboards with more than three columns
  • Click to Filter Dashboard and Report views allow you to easily see the data you want
  • Create filters while viewing a report

Schedule a Demonstration of BenefitsGuide Lightning Experiencesalesforce-benefitsguide-logo-v2List Views

  • Visualize your data in seconds with List View and Kanban charts
  • Quickly create filters to refine your data how you want
  • Use inline editing to make quick changes to records in a list view
  • Find the data you need in a snap with the list view search bar
  • Use type-ahead search to find a favorite list view fast
  • Pin a list view to make it load as your default list.

With so many new and exciting features, we couldn't possibly list them all here.  And even if we did, you probably don't want to read about it when you can Experience BenefitsGuide Lightning.

About The Author

With over 20 years of experience in the world of employee benefits and insurance technology, Jason is the founder and chief evangelist of BenefitsGuide, an insurance agency management system and CRM built entirely on the Salesforce Platform that streamlines the process of selling and servicing group insurance and employee benefits from the perspective of an insurance broker, general agent, PEO, and insurance carrier. Jason also owns and oversees the group insurance brokerage based in New York that he founded in 1996.