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RECORDED WEBINAR: HOW TO USE INTEGRATED BEST IN CLASS INSURANCE TECHNOLOGY TO CREATE MARKETING MAGIC FROM A SINGLE POINT OF DATA ENTRY

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HERE'S WHAT YOU WILL LEARN

How to use technology to improve your sales close ratio and renewal retention rates while also reducing the time required to produce the client specific content needed for each new sales opportunity and client renewal.

  1. Who Is Code SixFour? Who is BenefitsGuide?
  2. Our Story: How We Met and Why We Are Better Together
  3.  What is CRM? and Why Should You Invest in CRM?
  4.  How To Choose The Best CRM For Your Business
  5. Quick Demo / Look Around BenefitsGuide
  6. What Is The Benefits Consulting Cloud?
  7. Why You Should Invest In Your Consulting Process?
  8. Quick Demo / Look Around Code Six Four
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WHO WILL BE PRESENTING?
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With over 20 years of experience as a group insurance broker in New York, Jason started investing in Salesforce CRM back in December 2004 to better manage his own agency. In February 2009 he spun off a separate company and partnered with salesforce, launching the first version of BenefitsGuide in October of 2009.
Jason Silverman
Chief Evangelist, BenefitsGuide
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With almost 10 years of experience as a group insurance broke in New York.  A group benefits broker and BenefitsGuide user since 2009 with experience in the small and large group marketplace specializing in sales and service.

CRAIG ALLEN

VP of Enthusiasm, BenefitsGuide
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Code SixFour empowers the success of all insurance agents and benefits brokers to deliver better benefits outcomes to employers. By combining engaging professional development with simple and powerful technology tools, benefits advisors can make their work more effective, research-based, and differentiated in the market.  

Discover the Code SixFour "Benefits Consulting Cloud," and how you can automate your consulting through the BenefitsGuide / Salesforce integration.
Bobby Schmidt
VP Marketing, Code SixFour

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