Eliminate Redundant Data Entry and Improve Compliance Quality
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:
Use the data already in your instance of Salesforce to automatically pre-populate the intake form
Review and edit or update any missing information
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
"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 from their responsive team. We are now able to use our existing Salesforce data to create compliance documents, and this has already saved us both time and money with its efficiency and costs over the company we had been using for the last few years."
SUSAN BURNS
Chief Operating Officer at 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
