Watch this short video slide deck for an overview of cloud computing, the Salesforce Platform, BenefitsGuide and how to choose the right CRM for your insurance broker business.
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.
"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!"
"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."
