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Resources
Blog
Blog
Top 25 Questions To Ask Before Purchasing a New CRM - Mad Libs Style
Using AI to Better Manage Your Agency Operations
Zywave Broker Briefcase and BenefitsGuide are Integrated
Creating Employee Benefit Booklets Quick and Easy
Still Using GBS? Then It's Time To Explore Your Options
Customer Support: You Can't Manage What You Can't Measure
Seamless Integration: BerniePortal, BenefitsGuide and the end of costly redundant data entry
Hack: Use The Data In Your CRM To Create Employee Benefit Portals For All Your Clients
5 AMAZING THINGS YOU CAN DO WITH THE DATA IN YOUR BENEFITSGUIDE INSURANCE CRM
Insurance Consulting Automation and What You've Been Missing
An Excerpt From The Diary of a BenefitsGuide Broker
Who is Salesforce.com? and why do companies like Dell, Citibank, ADP and AIG choose Salesforce for their CRM?
Insurance Commission Tracking: Let Us Do It For You
How To Calculate ROI? CRM For Insurance Agents
Marketing RFP's for Self Insured Groups on the Salesforce Platform
Workflow Automation for the Large Group Insurance Broker
RFP Workflow Manager, a Game Changer
What is Workflow Automation? And How It Will Save You Time and Money!
The Salesforce Platform Now Pre-Customized for Group Insurance Agents
Why Invest in Agency Management Systems? We Don't Use the One We Have
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BenefitsGuide, Insurance Agency Management built entirely on the Force.com Platform
