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Whether you are a billion dollar brokerage with offices all over the country, a regional powerhouse or a mom and pop shop, you can run your insurance broker business faster and smarter with BenefitsGuide.

Also, take a moment to read through some of these blog articles.  They do a good job explaining the impact that some of the unique features of BenefitsGuide can have on your business.

Seamless Integration: BerniePortal, BenefitsGuide and the end of costly redundant data entry

Customer Support: You Can't Manage What You Can't Measure


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Benefits Guide has streamlined our office better than expected. The work flow protocals that were set up for our office help managed our day to day operations faster & more efficient. Our reps in the field have been saved by logging in from their smartphones when on meetings and being able to send any document needed on the spot. Benefits Guide = SUCCESS!!!!!!

CEO at Jannotti Insurance Agency

"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."

Managing Partner at EBS-MD