All you can eat leads Search from recently filed Federal Tax Form 5500's for only $20 per month
Available to ALL subscribers of Salesforce Complete this form to see the 3 minute recorded demonstration
Learn how to use information pulled from the Form 5500 to find and evaluate employee benefits / group insurance and retirement planning prospects and new business opportunities.
In this 3 minute demonstration, we will show you how to identify:
the right people to contact
how much the opportunity may be worth to you and is it even worth pursuing?
businesses that may be over paying commissions
businesses that work with a 'weak' broker
New business opportunities are always just a few clicks away with the BenefitsGuide: Business Listings.
Employee benefits brokers can use Business Listings to learn about your prospect or clients reported:
commissions
premiums
lines of coverage
renewal dates
and more
COMPLETE THIS FORM TO VIEW THE RECORDED DEMONSTRATION NOW
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Complete This Form To Watch a 3 minute Recorded Demonstration of "Business Listings"
CLIENT TESTIMONIALS
"We just started using the new Salesforce benefits compliance application and are very pleased we made the switch. It’s easy to use, with an incredibly smooth integration between the two platforms, and top-notch support from their responsive team. We are now able to use our existing Salesforce data to create compliance documents, and this has already saved us both time and money with its efficiency and costs over the company we had been using for the last few years."
SUSAN BURNS
Chief Operating Officer at LG Planning Group
"BenefitsGuide just makes sense! It houses and organizes a massive amount of information in an easy to locate and use fashion. The ability to track and remind us of upcoming tasks will ensure that opportunities and to do items are addressed on time. The training videos are awesome, and the instructions are easy to follow and informative. BenefitsGuide allows me to continue Living the Dream, Selling Insurance! "
TONY MAFFEO
Employee Benefits Guru |CEO | Health, Dental, Life Insurance Broker
