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Resources
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Blog
Streamlining Commission Accounting for Enterprise-Level Brokerages: BenefitsGuide and Fintary Partnership
Transforming Client Communications: The Power of Tickets
Top 25 Questions To Ask Before Purchasing a New CRM - Mad Libs Style
Using AI to Better Manage Your Agency Operations
Creating Employee Benefit Booklets Quick and Easy
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
Who is Salesforce.com? and why do companies like Dell, Citibank, ADP and AIG choose Salesforce for their CRM?
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!
Why Invest in Agency Management Systems? We Don't Use the One We Have
CRM for Insurance Agents, Are You Passionate About Yours?
What is the Best CRM for Insurance Agents? It Depends...
Insurance Agency Workflow Automation, So You Spend More Time Selling
BenefitsGuide, Insurance Agency Management built entirely on the Force.com Platform