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BenefitsGuide is the AI-ready business operating system built on Salesforce for employee benefits brokers. Over 20 years of insurance-specific development. 100+ agencies trust us to manage their CRM, commissions, workflows, and client service — all in one platform. You're in the right place. Just the wrong page.
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Product Overview
See everything BenefitsGuide does — CRM, commissions, workflows, service tracking, and more.
Take me thereAutomated Commissions
Our robots download carrier statements and reconcile splits while you sleep. No data entry.
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Insurance workflows that run themselves. Pre-built templates. Rules-based automation. Mobile app.
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Real agencies. Real results. See how brokerages like yours transformed their operations.
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See BenefitsGuide live. We'll walk through your specific workflows with our product team.
Take me thereContact Us
Have a question? Call 646-461-3000 or reach out. We're real people who answer real fast.
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