Compliance documents shouldn't take so much time to create each one.
ERISA wrap documents. POP and cafeteria plan documents. Federal employee notices. Right now, your team is manually entering the same data into a compliance system that's already sitting in your CRM. The CXC Compliance integration eliminates that redundant data entry completely.
Watch the Compliance Integration in Action
This recorded demonstration shows how BenefitsGuide and CXC Solutions work together — from auto-populated intake forms to validated compliance documents, all generated from data already in your system.
Benefits Compliance as Easy as 1-2-3
The data you need for compliance documents is already in your Salesforce instance — account names, policy details, effective dates, plan numbers, employee counts, contact information. The CXC integration uses that data to pre-populate everything automatically.
- Step 1: Click the compliance button — the intake form auto-populates from your Salesforce data
- Step 2: Review and update any missing information — the system validates as you go
- Step 3: Click a button to generate the finished compliance document
The System Won't Let You Create an Invalid Document
Compliance isn't the place for mistakes. The CXC integration validates your data as you go — ERISA plan numbers must follow the correct format, effective dates must be valid, required fields must be completed. If something is missing or wrong, the system tells you before the document is generated.
That means fewer errors, fewer compliance gaps, and less risk for your clients. The document either meets the standard or it doesn't get created.
Stop Typing the Same Information Into Two Systems
Without this integration, your team creates a compliance document by logging into CXC's system and manually entering client data that's already in your CRM — account name, address, phone number, employee count, policy details, effective dates. All of it, typed in again.
With the integration, that data flows automatically. Your Salesforce instance is the source of truth. CXC gets the data it needs without anyone retyping a single field.
- Account details, policy info, and plan data pulled from Salesforce automatically
- No switching between systems to create documents
- Fewer data entry errors mean better compliance quality
- Documents saved directly to the account record in Salesforce
Every Compliance Document Your Clients Need
CXC Solutions is a one-stop shop for benefits compliance. The BenefitsGuide integration makes creating these documents faster and more accurate by eliminating redundant data entry.
ERISA Wrap Documents
Wrap plan documents that consolidate your client's benefit plans into a single ERISA-compliant document. Auto-validated formatting and required fields.
POP / Cafeteria Plan Documents
Premium Only Plans and Section 125 cafeteria plan documents generated from plan data already in your system.
Federal Employee Notices
Required federal notices for employees — generated automatically with the correct plan details, effective dates, and employer information.
ACA Tracking & Reporting
Affordable Care Act compliance tracking and reporting to help your clients stay ahead of regulatory requirements.
Nondiscrimination Testing
Testing to ensure your client's benefit plans comply with nondiscrimination rules — using data already in Salesforce.
Compliance Gap Assessments
Identify compliance gaps and implement risk mitigation plans. CXC provides the expertise — BenefitsGuide provides the data.
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. We are now able to use our existing Salesforce data to create compliance documents, and this has already saved us both time and money.
See the Compliance Integration Live.
Pick a time that works for you. We'll walk through how BenefitsGuide and CXC Solutions work together — from auto-populated intake forms to validated compliance documents.
Prefer to talk first? Book a 15-minute call with Jason or call us at 646-461-3000.