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Salesforce has over 150,000 customers and millions of users and is widely considered to be the best available Customer Relationship Management (CRM) system. 

BenefitsGuide is a pre-customized version of the Salesforce Platform that is specifically designed as an Agency Management System (AMS) for Insurance Brokers, General Agents and Insurance Carriers.

Think of it like ice cream.  Instead of a plain vanilla version of the best CRM in the world, users of BenefitsGuide get "Insurance Broker Rocky Road" and access to all to all these Salesforce features and functions such as the ability to:

  1. Track and manage all the information you need about your clients and prospects
  2. Take notes on your conversations and set follow up tasks
  3. Integrate with Microsoft Outlook and Gmail for email and calendar
  4. Reporting and Dashboard Analytics
  5. Document Management
  6. Workflow Automation
  7. Mobile access
  8. Easily integrate with other applications that are used to run your business already so you only need to enter information into one system
  9. Infinitely Customizable

A better CRM can help you to increase new business sales, improve your renewal retention rates while also reducing the time required to service your existing business AND give you real time visibility into your entire operation.

Complete this form to speak with a real person about how using this pre-customized version of the Salesforce Platform can help you to better manage your business

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"This system is the best tool for running our broker agency.  It is customizable, and makes our work flow extremely efficient and is very user friendly.  Our business is lean and more efficient because of BenefitsGuide. We never miss a task because of the way the system works. We have workflows that lead to the next step of selling, servicing and renewing group insurance products.   We have been using BenefitsGuide for over 6 years and couldn’t be happier with it.  The support has been excellent as well with prompt attention and quick responses."

Managing Partner, Gary Levine & Associates, Ltd / LG Planning Group

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