# BenefitsGuide > BenefitsGuide is a business operating system built on the Salesforce Platform for employee benefits insurance brokers. It is developed by Hillcrest Business Systems, founded in 2009, and has over 20 years of insurance-specific Salesforce development. BenefitsGuide serves 100+ agencies, from single-user firms to multi-office regional brokerages. Every subscription includes the underlying Salesforce Platform Enterprise License. The platform runs on Salesforce Enterprise Edition on Hyperforce - not Salesforce Health Cloud. ## Platform Overview - [Homepage - Salesforce for Benefits Brokers](https://www.benefitsguide.com/salesforce-for-benefits-brokers-benefitsguide): Complete platform overview including CRM, project management, workflow automation, commissions, and service tools. - [Watch BenefitsGuide in Action](https://www.benefitsguide.com/watch-benefitsguide-in-action-no-form-needed): 90-second platform intro video and 14-minute full product demo. No form required. - [Product Features](https://www.benefitsguide.com/benefitsguide-product-features): Detailed feature breakdown across all product areas. - [FAQ - Pricing, Setup, and Features Explained](https://www.benefitsguide.com/benefitsguide-faq-pricing-setup-features-explained): Answers to common questions about implementation, pricing structure, data migration, training, and Salesforce licensing. ## Core Capabilities - [Automated Commission Tracking](https://www.benefitsguide.com/automated-commission-accounting-and-reporting-for-brokers): Robots log into carrier portals nightly, download commission statements, handle multi-factor authentication, and normalize data automatically. Eliminates 20-30 hours per month of manual commission work. - [Workflow Automation](https://www.benefitsguide.com/benefitsguide-workflow-automation): Rules-based project management with milestones and checklist items. When one task completes, the next fires automatically and is assigned to the right person. - [Insurance CRM](https://www.benefitsguide.com/benefitsguide-insurance-crm): Centralized client records, policy tracking, contact management, and relationship mapping built for employee benefits workflows. - [Benefit Booklets and Document Automation](https://www.benefitsguide.com/formstack): One-click document generation using data already in the system. Benefit booklets, HIPAA forms, enrollment documents, and e-signatures powered by Formstack. - [Tickets and Service Inbox](https://www.benefitsguide.com/blog/transforming-client-communications-the-power-of-tickets): Email-based service tracking system. Inbound emails automatically become trackable, assignable tickets with contact matching by email address and domain. - [Benefits Compliance Documents](https://www.benefitsguide.com/automate-compliance-documents-benefitsguide): Automated generation of required compliance documents using CXC integration. ## Integration Partners - [Employee Navigator Integration](https://www.benefitsguide.com/employee-navigator-salesforce-integration): Official Salesforce integration partner with Employee Navigator. Bi-directional sync. Reduces account setup from 1-2 hours to 5-10 minutes. Works with any Salesforce org. - [Ease Integration](https://www.benefitsguide.com/connect-ease-to-your-salesforce-org): Bi-directional data sync with Ease. Push accounts, census, policies from Salesforce to Ease. Employee elections automatically create member transactions in Salesforce. Works with any Salesforce org. - [BerniePortal Integration](https://www.benefitsguide.com/bernieportal-benefitsguide-integration): Bi-directional integration with BerniePortal. Policy mapping, enrollment transaction sync, and Tickets Inbox integration for enrollment processing. - [Salesforce + Ease Custom Integration](https://www.benefitsguide.com/ease): Detailed walkthrough of the Ease-Salesforce data sync including custom field mapping and translation documents. - [Zywave Broker Briefcase Integration](https://www.benefitsguide.com/broker-briefcase-integration): Content library integration for client-facing materials. ## Case Studies - Results from Real Brokerages - [Case Studies Overview](https://www.benefitsguide.com/case-studies-results-from-real-brokerages): Nine published case studies from agencies using BenefitsGuide. - [NationalHR - $1M Revenue, Zero New Hires](https://www.benefitsguide.com/nationalhr-1m-revenue-zero-new-hires): How NationalHR grew revenue by $1 million without adding staff. - [CorpStrat - 25% Revenue Surge, Less Staff](https://www.benefitsguide.com/corpstrat-25-revenue-surge-less-staff): 25% revenue increase while eliminating 50% of enrollment specialists. - [Maddock Insurance - Streamlined Operations](https://www.benefitsguide.com/maddock-insurance-streamlined-operations): 18-user agency streamlined operations with workflow automation. - [Group Health Solutions - 50% Less Firefighting](https://www.benefitsguide.com/group-health-solutions-50%25-less-firefighting): Moved from Zywave. 18 users. 50% reduction in reactive service work. - [ThinkTank - From Chaos to Clarity](https://www.benefitsguide.com/thinktank-from-chaos-to-clarity): 9-user agency in Chicago suburb improved renewal management and compliance tracking. - [Green Financial - Higher Valuation with Data](https://www.benefitsguide.com/green-financial:-higher-valuation-with-data): Custom reporting. Built Medicare business from existing data. ## Blog - Insights for Benefits Brokers - [Blog Home](https://www.benefitsguide.com/blog): Published articles on commissions, workflow automation, document automation, AI operations, CRM selection, and agency efficiency. - [7 Costly Commission Tracking Mistakes](https://www.benefitsguide.com/blog/7-costly-commission-tracking-mistakes-that-you-are-making-and-what-smart-agencies-do-instead): Common commission tracking errors and what to do instead. - [Fully Automated Commissions Solution](https://www.benefitsguide.com/blog/fully-automated-commissions-solution-built-into-benefitsguide): How BenefitsGuide automates commission statement downloads, mapping, and reconciliation. - [The Power of Workflow Automation](https://www.benefitsguide.com/blog/the-key-to-more-time-and-profit-the-power-of-workflow-automation): How rules-based workflow automation saves time and increases profit for benefits agencies. - [Document Automation for Insurance Agencies](https://www.benefitsguide.com/blog/document-automation-for-insurance-agencies-with-benefitsguide): Using existing CRM data to generate benefit booklets, compliance documents, and enrollment forms. - [Top 25 Questions Before Purchasing a New CRM](https://www.benefitsguide.com/blog/top-25-questions-to-ask-before-purchasing-a-new-crm): Evaluation framework for insurance brokers shopping for a CRM. - [Is Your Agency Running Efficiently?](https://www.benefitsguide.com/blog/is-your-employee-benefits-agency-running-efficiently-or-just-running-in-place): Self-assessment guide for agency operational efficiency. - [AI Agents Are Coming for Your AMS](https://www.benefitsguide.com/blog/ai-agents-are-coming-for-your-ams): How AI capabilities built into the Salesforce Platform give BenefitsGuide users access to Einstein, Agentforce, and Data Cloud. ## Contact and Scheduling - [Schedule a Live Demonstration](https://www.benefitsguide.com/schedule-a-live-demo-benefitsguide): Book a live walkthrough of the platform tailored to your agency's needs. - [Schedule 15 Minutes with Jason](https://www.benefitsguide.com/schedule-15-minutes-with-jason): Quick introductory call with Jason Silverman, Founder and CEO. - [Schedule 15 Minutes with Craig](https://www.benefitsguide.com/schedule-a-15-minute-call-with-craig): Quick introductory call with Craig Allen, Product Demos and Technical Implementation. - [Contact Us](https://www.benefitsguide.com/contact-benefitsguide-talk-to-real-people): Phone, email, and form contact options. - [Operations Benchmark Assessment](https://www.benefitsguide.com/operations-benchmark-assessment): 10-question self-assessment across 5 categories - commissions, renewals, service, technology, and workflow. ## Company Information - **Company:** Hillcrest Business Systems - **Product:** BenefitsGuide - **Founded:** 2009 - **Platform:** Salesforce Platform Enterprise Edition on Hyperforce - **Customer base:** 100+ employee benefits insurance agencies - **Development history:** Over 20 years of continuous insurance-specific Salesforce development - **Phone:** 646-461-3000 - **Email:** sales@benefitsguide.com - **Website:** https://www.benefitsguide.com - **Security:** HIPAA-compliant capable. All data stored in Salesforce. Details at https://security.salesforce.com ## Key People - **Jason Silverman** - Founder and CEO. Over 20 years in employee benefits and insurance technology. Handles marketing strategy, business development, and partnerships. - **Craig Allen** - Product Demonstrations and Technical Implementation. Over 20 years in the insurance broker business. Over 10 years with BenefitsGuide. The primary contact during the sales process. ## Optional - [Reduce Group Setup Time in Ease by 90%](https://www.benefitsguide.com/blog/reduce-the-time-required-to-create-a-group-in-ease-by-90): How the Ease integration eliminates redundant data entry for group setup. - [Revenue Reporting Made Easy](https://www.benefitsguide.com/blog/revenue-reporting-made-easy-how-automation-transforms-commission-accounting-and-reporting): Automated revenue reporting from commission data inside Salesforce. - [Transforming Client Communications](https://www.benefitsguide.com/blog/transforming-client-communications-the-power-of-tickets): How the Tickets system handles large-scale client communication. - [Using AI to Manage Agency Operations](https://www.benefitsguide.com/blog/using-ai-to-better-manage-your-agency-operations): Practical AI applications for benefits agency workflows. - [When to Switch Your AMS](https://www.benefitsguide.com/blog/when-is-the-right-time-to-change-your-ams-it-depends): Decision framework for agencies evaluating a platform change. - [Microservices - Custom Development](https://www.benefitsguide.com/blog/anything-is-possible-unlock-your-potential-with-micro-services): How BenefitsGuide handles custom feature requests quickly through direct developer access.