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Learn how you can use Insurance Consulting Automation to improve your sales close ratio and renewal retention rates while also reducing the time required to produce the client specific content needed for each new sales opportunity and client renewal.

Large Group consulting tools that are typically only available to national firms are now brought down market for local and regional brokers allowing independent brokers and benefits consultants the ability to play offense and not defense.

Insurance Consulting is not a spreadsheet.  It is a process and a methodology that has a number of steps to it, those steps are:

  1. Discovery
  2. Analysis
  3. Solution Design
  4. Implementation

Complete this form to learn how you can automate your insurance consulting processes.


Learn More About Insurance Consulting Automation


"I can't imagine not using BenefitsGuide to keep track of everything that is done in our office. It also provides me with the freedom to work from anywhere securely. It's a great tool!"

Client Services Director at Insurance Planning Associates

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."

President at Vanguard Benefit Solutions