Creating customized benefit booklets, client presentations, and compliance documents doesn’t need to be time-consuming or frustrating. That’s why we’re excited to announce our new partnership with Intellistack—a leading trusted provider of Salesforce-native tools for building forms, generating documents and managing e-signatures.

The Problem

Employee benefits brokers spend hours manually copying information from one source to another; creating benefit booklets, client presentations, HIPAA authorizations, enrollment forms, and broker of record letters. These are often assembled one at a time, copied and pasted from old versions, and manually signed—costing your team valuable time.

The Solution

Through this new partnership, BenefitsGuide customers can now leverage Formstack’s powerful Salesforce-native Form Builder and Document Generator directly from within their BenefitsGuide Agency Management System, while benefiting from our library of basic document templates that you can make your own while matching to your corporate branding and messaging.

Here’s how it works:

1. Use your existing data in BenefitsGuide to generate sophisticated mail-merge documents—no exporting or duplicate data entry required.
2. Create your own templates or choose from a growing library of templates for benefit booklets, compliance letters, and signature-ready enrollment forms — included with your subscription.
3. Automate document delivery and e-signature workflows with embedded DocSign functionality.

Included Templates:

We’ve bundled a set of starter templates to help you hit the ground running:
•    Benefit Booklets
•    Common compliance documents for group health plans
•    Broker of Record letters
•    Group Census
•    Signature-ready enrollment forms

Need Something Custom?

Our Micro Services program offers on-demand technical services that are billed hourly, with no minimums. Whether it’s adjusting a template or building a new one, our team can support your Salesforce-related document needs. 

Why It Matters:

This partnership helps brokers eliminate busy work and focus on client service and new business sales. Instead of wasting time formatting Word docs, PDFs and Excel workbooks, your team can generate polished, personalized materials in seconds—directly from the BenefitsGuide platform.

Next Steps:

Schedule a 15-minute introductory call to see if this solution could work for you. No sales pitch - just a straightforward look at how document automation might help your business.