Your data lives in five places. Your team trusts none of them.
BenefitsGuide replaces the disconnected mess of spreadsheets, email threads, and legacy systems with one unified platform built on Salesforce — pre-customized for employee benefits brokers. Enter data once. See everything. Trust the numbers.
Disconnected Systems Cost You More Than You Think.
Most employee benefits agencies run their business across five or more systems that don't talk to each other. The result? Wasted time, costly errors, and no clear picture of where anything stands.
Redundant Data Entry Everywhere
Your team enters the same client information into multiple systems every day. One mistake ripples across everything. Nobody trusts the data because it's never quite the same in any two places.
Zero Visibility Into Your Team
"We don't have visibility into each other." When a client calls, you have to ask three people where things stand. During Q4, everyone works overtime and nobody knows who's on first.
No Real Reporting
You can't report on data that lives in spreadsheets and email threads. When ownership asks how the business is doing, you spend hours pulling numbers together — and you're still not confident they're right.
One Record. One Source of Truth. For Every Client.
BenefitsGuide gives every client a single, complete record — employer groups, individuals, families, carriers, brokers, and vendors. Prospects, active clients, and former clients are all tracked in the same system with full relationship history.
Every policy, every contact, every note, every email, every task — all connected to the client record. When someone on your team opens an account, they see the full picture instantly. No digging through email threads. No asking around.
- Employer groups, individuals, families — all in one place
- Benefit policies with full details, premiums, and compensation
- Cross-referencing across all records — find anything in seconds
- Complete activity history — notes, emails, tasks, meetings
Real-Time Answers Instead of Guesswork
Legacy systems bury your data. BenefitsGuide puts it to work. Build custom reports and dashboards from any data in the system — renewal pipelines, commission revenue, team workload, deal stages, coverage gaps, and more.
Every user can have dashboards tailored to their role. Your account managers see their renewal timeline. Your producers see their pipeline. Ownership sees the full picture. If you have the data, you can report on it.
"We built our entire Medicare business by mining our existing client data."
— Green Financial case study
Stop Typing the Same Thing Into Five Different Systems
When your CRM, enrollment platform, commission system, and document tools are all disconnected, your team types the same data over and over. That's not a technology problem — it's a time and money problem.
BenefitsGuide connects to Employee Navigator, Ease, BerniePortal, Formstack, and 3,000+ apps on the Salesforce AppExchange. Data flows between systems automatically. Enter it once. Use it everywhere.
Employee Navigator chose BenefitsGuide as their first official Salesforce integration partner. Account setup drops from 1-2 hours to 5-10 minutes with bi-directional sync.
Not Generic CRM — Insurance Broker Rocky Road
We took Salesforce's best-in-the-world CRM and turned it into the insurance broker's dream. Nearly 20 years of continuous development, driven by feedback from hundreds of clients, created a complete solution for selling and servicing group insurance.
Everything speaks your language. A "project" is a renewal. A "milestone" is a decision deadline. A "checklist item" is a compliance step. You don't have to force insurance workflows into a generic tool — BenefitsGuide was built for this from day one.
- Add and edit fields, values, and page layouts yourself
- Integrate with Outlook or Gmail for email and calendar
- Full mobile access — manage your business from anywhere
- Document management — run a paperless office
Real Agencies. Real Results.
"I'm probably putting out 50% less fires."— Courtney Gaston, Director, Group Health Solutions
Every Subscription Includes the Salesforce Platform.
Every BenefitsGuide license includes the underlying Salesforce Platform Enterprise License — that's $180/user in value alone. You get enterprise-grade security, 3,000+ integrations, open APIs, and Salesforce's entire AI roadmap built in.
Enterprise Security
HIPAA-compliant capable. Data encrypted at rest. Hosted on Salesforce Hyperforce. The same infrastructure Fortune 500 companies trust.
Open Platform
Your data. Your platform. 3,000+ AppExchange integrations. Open REST and SOAP APIs. Export anytime. No hostage situations.
AI-Ready Infrastructure
While legacy platforms scramble to bolt on AI, your data is already structured for the future. Salesforce's AI roadmap — Agentforce — is built in from day one.
See What Your Agency Could Look Like.
Pick a time that works for you. We'll walk through how BenefitsGuide replaces the chaos of disconnected systems with one unified platform.
Prefer to talk first? Book a 15-minute call with Jason or call us at 646-461-3000.