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.
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
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.
Better manage your agency operations
The Salesforce Platform is the world leader in on demand customer relationship management (CRM) software.