See a 'day in the life' demo of the BenefitsGuide: Insurance Agency Management System
9 Minutes Packed with All New and Updated High Impact Features
See How the New and Improved BenefitsGuide: Insurance Agency Management System is Used To:
Create Benefit Booklets
Manage Renewals
Manage Enrollments, Terminations and Changes
and so much more...
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CLIENT TESTIMONIALS
"This system is the best tool for running our broker agency. It is customizable, and makes our work flow extremely efficient and is very user friendly. Our business is lean and more efficient because of BenefitsGuide. We never miss a task because of the way the system works. We have workflows that lead to the next step of selling, servicing and renewing group insurance products. We have been using BenefitsGuide for over 6 years and couldn’t be happier with it. The support has been excellent as well with prompt attention and quick responses."
GARY LEVINE
Managing Partner, Gary Levine & Associates, Ltd / 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
