Don't Be That Guy With The Square Wheel

By Jason Silverman | Thu, May 13, 2021 @ 12:21 PM | Salesforce.com, Insurance Agency Management Systems, Employee Benefits, Compliance, Business Intelligence, Form 5500

    

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.

  1. Find new group health leads and easily import them into Salesforce

    BenefitsGuide: Business Listings can be installed in ANY instance of Salesforce. 

    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.
    New business opportunities are always just a few clicks away with the BenefitsGuide: Business Listings

  2. Create Benefits Compliance documents more quickly and easily and without any redundant data entry

    BenefitsGuide: CXC Compliance can be installed into ANY 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.

  3. Better manage  your agency operations

    BenefitsGuide-Salesforce-Insurance-Solutions

    The Salesforce Platform is the world leader in on demand customer relationship management (CRM) software. 

BenefitsGuide: Insurance Agency Management System is the Salesforce Platform pre-customized as an insurance agency management system that has earned more than twenty 5-Star reviews on the Salesforce AppExchange.

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.