BenefitsGuide is the Salesforce Platform Pre-Customized as an Agency Management System for Insurance Brokers, General Agents and Insurance Carriers
Manage employees, check status of ongoing work, re-allocate workload, monitor workflow progress, and identify good prospects with the wizard based reporting. Use the Dashboards for an overview of your business at a glance or click into any report to see the details.
Because BenefitsGuide is built in the Salesforce Lightning Experience, you have access to over 3000 apps that are available on the AppExchange, the world's leading business app marketplace. It’s a proven ecosystem of apps, with millions of installs and thousands of customer reviews to help you find the best match for your business.
Using BenefitsGuide and the Salesforce1 mobile app, you can run your entire insurance broker business from anywhere in the world. Access ALL of your information no matter where you are so you can stay connected to clients, staff and carrier reps and are more productive.
In addition to the native Salesforce and Outlook integration, there are over 50 different apps available that connect Outlook and BenefitsGuide, many are 'free' while others are available for a nominal fee.
Create beautiful custom branded Benefit Booklets with the click of a button that include information about plan benefits, eligibility, plan options including cost per pay period, co payments, deductibles, prescription costs and much more.
"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."
RYAN SULLIVANIt’s great, we love it. We have been using BenefitsGuide for more than 5 years and could not imagine running the broker business without it. In my 20 years of experience, I’ve used other agency management tools and there is no comparison, these guys got it right. As we add new staff and grow the business, BenefitsGuide makes it easy for new hires to get up to speed quickly. The support is great."
JOSH SMITH"This is a great customized benefits managment system. It was truly meets the daily needs of a benefits broker. We are able to quickly look up our clients information which includes detailed plan information on the group. We have records for all activity on the account even down to the employee level. The information is even available to us when we are out of the office. The system provides a roadmap (a set of tasks) that our staff must follow to properly administer our operations. This helps ensure customer satisfaction and a high retention of clients. We are extemely pleased with the system."
BRYAN ERDHEIMYou can now integrate ANYTHING securely with your instance of BenefitsGuide Insurance CRM. Consider how much time and money you would save if you could eliminate costly redundant data entry.
Which Insurance CRM is best for your agency and why? Use this tool to compare your options. Which agency management systems will actually help you to make more money?
Avoid errors in plan administration and reduce the time needed to complete each task with BenefitsGuide's CUSTOM structured workflows that automatically assign tasks to the right person at the right time within your broker office based on your business rules. View the status with real time task reporting and dashboards.
Track and manage enrollments, terminations, changes to benefits as member transactions. Automatically maintain details on historical member transactions for future reference. Run a paperless office; attach files to any member transaction record.
We have modeled into BenefitsGuide the most classic of all insurance sales management methodologies. Often referred to as the "One Card File" system or the "Tickler Card File" system.
Reduce the number of incoming client service calls that your office receives with BenefitsGuide's member transaction based automated email communication to your clients group benefit administrators and their employees. Proactively communicate benefits to clients and their employees, provide forms needed for plan administration, links to search provider networks, information about value added services included on their plans and much more.
Uphill Lane, Woodbury, NY
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