Introducing the first Employee Benefits Compliance solution offered on the Salesforce AppExchange. BenefitsGuide: CXC Compliance empowers insurance professionals to use the data already in their instance 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.
This application can be installed into ANY instance of Salesforce and is the first solution in the market that integrates a benefits compliance system with the Salesforce Platform eliminating redundant data entry, saving time and effort, all while improving the accuracy of compliance.
Specifically designed for the insurance professional, this application allows users of Salesforce to help their clients maintain compliance with IRS and DOL regulations.
Instead of collecting compliance information from multiple sources and filling intake forms for multiple vendors, we have created this “Easy” button that eliminates repetitive, manual data entry and the errors that come with it.
Trusted by 100+ agencies · Over 20 years on Salesforce
Jason Silverman
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.
