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Check out this short video below or fill out the form on this page to learn more:

 If you could eliminate redundant data entry across the different applications that you are using to run your business; your CRM, agency management, quoting, benefits enrollment and administration platform, commissions accounting, document generation, you would:

  1. Reduce the time required to service your existing book of business
  2. Increase Profits
  3. Improve your sales close ratio
  4. Improve your client retention rate
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CLIENT TESTIMONIALS
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"If you are a growing agency and need an organized system that is flexible and scalable to take your business to the next level you need...Benefits Guide. It has completely revolutionized how we track client calls, tasks, emails, new business, renewals, and reporting with his system. We demo'd many products from his competitors before choosing Benefits Guide and for the first time are confident that our house is in order and ready to grow to any size."

RYAN SULLIVAN
Managing Partner at Employee Benefit Services of Maryland
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"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!"t have for all agencies!"

TONY MAFFEO
Employee Benefits Guru |CEO | Health, Dental, Life Insurance Broker