You do not want to be that guy.
Stop wasting time and energy trying to run your business using yesterday's technology.
Explore these 3 powerful insurance specific applications on the Salesforce AppExchange that will help you to save time and make more money.
Use information pulled from the Form 5500 to find and evaluate employee benefits / group insurance and retirement planning prospects and new business opportunities.
It is a tool that allows you to search our national database of businesses that have recently filed the Federal Tax Form 5500, select the records that you want, and click to import the Account, Contacts, Tax Filing and all the related Schedules to your instance of Salesforce.
In partnership with CXC Solutions, the leading provider of benefits compliance, claims and payment solutions for the healthcare benefits industry, this application allows users of Salesforce to create ERISA Wrap documents, Section 125 Cafeteria Plan documents, Form 5500s and Federal Notices, all with virtually the click of a button.