"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 SULLIVAN
It’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 ERDHEIM
