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Resources
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Streamlining Commission Accounting for Enterprise-Level Brokerages: BenefitsGuide and Fintary Partnership
Business Intelligence: Using the Form 5500 to Identify High Quality Prospects
Top 25 Questions To Ask Before Purchasing a New CRM - Mad Libs Style
Using AI to Better Manage Your Agency Operations
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
BenefitsGuide, Insurance Agency Management built entirely on the Force.com Platform