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Resources
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Blog
Top 25 Questions To Ask Before Purchasing a New CRM - Mad Libs Style
Creating Employee Benefit Booklets Quick and Easy
Seamless Integration: BerniePortal, BenefitsGuide and the end of costly redundant data entry
5 AMAZING THINGS YOU CAN DO WITH THE DATA IN YOUR BENEFITSGUIDE INSURANCE CRM
An Excerpt From The Diary of a BenefitsGuide Broker
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!
Workflow Automation For Better Employee Benefits Communication
Insurance Agency Workflow Automation, So You Spend More Time Selling
BenefitsGuide, Insurance Agency Management built entirely on the Force.com Platform