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Save countless hours creating ERISA Wrap Documents, POP/Cafeteria Plan Documents and Federal Notices while improving the quality of compliance.

BenefitsGuide: CXC Compliance makes benefits compliance as easy as 1-2-3:

  1. Use the data already in your instance of Salesforce to automatically pre-populate the intake form

  2. cxc-solutions-logo

    Review and edit or update any missing information

  3. Click a button to create Wrap Documents, Cafeteria Plans and Federal Notices

Fill out the form on this page to watch a recorded demonstration of the ALL NEW BenefitsGuide: CXC Compliance Integration

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Complete this form to watch a recorded demonstration of the All New Benefits Compliance Integration

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
TonyMaffeo

"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