---
title: Blog | Self-funded Plans
description: Self-funded Plans | BenefitsGuide is an insurance agency management system built entirely on the Salesforce Platform that allows insurance brokers to more effectively manage their business operations, spend more time selling, and make more money.
---

 Blog

# Insights for Benefits Brokers Who Want to Work Smarter

Practical strategies for commissions, renewals, workflow automation, and running a more efficient agency — from the team that builds the tools.

[All](https://www.benefitsguide.com/blog) [Salesforce.com](https://www.benefitsguide.com/blog/topic/salesforcecom) [Insurance CRM](https://www.benefitsguide.com/blog/topic/insurance-crm) [Insurance Agency Management Systems](https://www.benefitsguide.com/blog/topic/insurance-agency-management-systems) [Workflow Automation](https://www.benefitsguide.com/blog/topic/workflow-automation) [Insurance Agency Management](https://www.benefitsguide.com/blog/topic/insurance-agency-management) [Commissions](https://www.benefitsguide.com/blog/topic/commissions) [Employee Benefits](https://www.benefitsguide.com/blog/topic/employee-benefits) [Salesforce](https://www.benefitsguide.com/blog/topic/salesforce) [Data](https://www.benefitsguide.com/blog/topic/data) [Return on Investment (ROI)](https://www.benefitsguide.com/blog/topic/return-on-investment-roi) [integrations](https://www.benefitsguide.com/blog/topic/integrations) [Employee Benefits Communication](https://www.benefitsguide.com/blog/topic/employee-benefits-communication) [RFP Workflow](https://www.benefitsguide.com/blog/topic/rfp-workflow) [AI](https://www.benefitsguide.com/blog/topic/ai) [RFP](https://www.benefitsguide.com/blog/topic/rfp) [RFP Marketing](https://www.benefitsguide.com/blog/topic/rfp-marketing) [Business Intelligence](https://www.benefitsguide.com/blog/topic/business-intelligence) [Customer Support](https://www.benefitsguide.com/blog/topic/customer-support) [Compliance](https://www.benefitsguide.com/blog/topic/compliance) [Employee Navigator](https://www.benefitsguide.com/blog/topic/employee-navigator) [Employer Benefit Portal](https://www.benefitsguide.com/blog/topic/employer-benefit-portal) [Form 5500](https://www.benefitsguide.com/blog/topic/form-5500) [Marketing RFP](https://www.benefitsguide.com/blog/topic/marketing-rfp) [Project Management](https://www.benefitsguide.com/blog/topic/project-management) [RFP Tool](https://www.benefitsguide.com/blog/topic/rfp-tool) [benefit booklets](https://www.benefitsguide.com/blog/topic/benefit-booklets) [quoting](https://www.benefitsguide.com/blog/topic/quoting) [Enrollment Technology](https://www.benefitsguide.com/blog/topic/enrollment-technology) [Insurance Leads](https://www.benefitsguide.com/blog/topic/insurance-leads) [Lightning](https://www.benefitsguide.com/blog/topic/lightning) [RFP Manager](https://www.benefitsguide.com/blog/topic/rfp-manager) [Retirement Planning Leads](https://www.benefitsguide.com/blog/topic/retirement-planning-leads) [Self-funded Plans](https://www.benefitsguide.com/blog/topic/self-funded-plans)

[![top-25-2](https://www.benefitsguide.com/hubfs/top-25-2.png) ](https://www.benefitsguide.com/blog/top-25-questions-to-ask-before-purchasing-a-new-crm)

Insurance Agency Management

## [Top 25 Questions To Ask Before Purchasing a New CRM - Mad Libs Style](https://www.benefitsguide.com/blog/top-25-questions-to-ask-before-purchasing-a-new-crm)

![Jason Silverman](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** · November 8, 2019 

[Read Article ](https://www.benefitsguide.com/blog/top-25-questions-to-ask-before-purchasing-a-new-crm)

What top benefits agencies are doing with AI.

Weekly intel for brokers who want to stay ahead.

×

Subscribe

×