How to Create Employee Benefit Booklets in Seconds with BenefitsGuide

    

Make Benefit Booklets Fast and Easy with BenefitsGuide

As an insurance broker, creating employee benefit booklets for your clients every year can be time-consuming and tedious. It is important to communicate plan benefits, costs, and eligibility to employees—but doing it manually takes too much time and leaves room for errors.

benefitbooklet-imageWith BenefitsGuide, there’s a solution. Imagine creating custom-branded benefit booklets in seconds, pulling the data directly from your agency management system. No more redundant data entry or costly mistakes.

These beautiful, client-ready booklets give employees a clear view of their options, including co-pays, deductibles, and prescription costs—everything they need in one place.

Why spend hours on something you could do with the click of a button? Let’s schedule a call to discuss how BenefitsGuide can simplify your renewal and open enrollment processes.

If you’re looking to make your operations more efficient, deliver better service to your clients, and scale your business, it’s time to consider how BenefitsGuide can help.Click to See a Quick Video Demo

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.