Integrations

BerniePortal is an online all-in- one HR platform built by brokers for brokers, that helps small and medium-sized employers solve the transactional challenges of HR such as onboarding, PTO tracking, compliance, benefits administration, 1095-C reporting, and COBRA.

Using BerniePortal and BenefitsGuide, elections made online during the enrollment process in BerniePortal are automatically created in BenefitsGuide as Member Transactions related to the correct Contact and Plan records .

Workflow tasks related to the Member Transaction are automatically created and assigned to the person on your team responsible for communicating the election to the different insurance carriers.

Click here to learn more...

Ease is an online employee benefits quoting, enrollment, and benefits administration platform.

You can push a group Account, the current employee census, and the Plan information to Ease instantly creating the new group using your data from BenefitsGuide.

Elections made online during the enrollment process in Ease can be automatically created in BenefitsGuide as Member Transactions related to the correct Contact and Plan records.

Workflow tasks related to the Member Transaction are automatically created and assigned to the person on your team responsible for communicating the election to the different insurance carriers.

Ease provides streamlined employee setup and document collection for growing companies, world class partners and exclusive integrations to tailor your offering to changing needs, effortless ACA compliance management, reporting and e-filing, powerful PTO tracking, performance reviews, and goal setting for managers, and robust payroll integrations with ADP Workforce Now, Paylocity, and TRAXPayroll to cut administrative work.

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The CommissionsDept is an outsource commissions accounting and reporting service that focuses exclusively in the Insurance vertical.

They take on the tedious task of tracking commissions, finding missing payments, reporting and commission distribution to co-brokers and sub-producers.

Using BenefitsGuide and CommissionsDept provides a unique combined solution that allows the broker the ability to focus on selling new business and servicing their existing clients while ensuring that all of their commissions due are accounted for properly.

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CXC Solutions offers a one-stop-shop for benefits compliance covering ACA Tracking & Reporting, Nondiscrimination Testing, ERISA Wrap, Form 5500, POP Documents, Cafeteria Plan Documents, Employee Federal Notices, ICHRA and HIPAA. CXC also provides compliance gap assessments and helps implement risk mitigation plans.

Currently, brokers are burdened with an inefficient and error-prone process of collecting data from multiple sources and sending it to multiple vendors to get their compliance needs fulfilled. CXC’s integration with BenefitsGuide makes compliance easier and more reliable.

Plan design, eligibility and participation data seamlessly flow from BenefitsGuide to CXC by the click of a button to complete your compliance tasks in a snap.

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Broker Briefcase® Benefits Edition is your benefits sales and marketing engine.

Streamline communication and build your brand by engaging with your entire prospect and client base—all with the click of a button.

Empower your sales team and close more business by keeping producers up to date on the latest best practices and market trends so they can land more first meetings and win new accounts.

Simplify prospect meeting prep with the Prospect Presentation Creator, which allows you to create custom presentations in minutes that target your prospect’s unique pain points.

Click here to learn more...

The Code SixFour Benefits Consulting Cloud is comprised of two components; the Technology Platform and Content Packages.

The Technology Platform provides data management, administration, and automation of the content for insurance consultants and employee benefits brokers.

The Content Packages contain resources, collateral, and templates that can be leveraged within the Technology Platform.

They partner with agencies to manage and automate their existing intellectual property, and also license materials built by their team in-house.

Click here to learn more...

The Salesforce AppExchange is the world’s leading business app marketplace. Because BenefitsGuide is 100% native to the Force.com Platform, AppExchange apps allow you to extend BenefitsGuide across your entire organization. It’s a proven ecosystem of over 3000 apps with millions of installs and thousands of customer reviews to help you find the best match for your business.

BenefitsGuide Integrations

BerniePortal is an online all-in- one HR platform built by brokers for brokers, that helps small and medium-sized employers solve the transactional challenges of HR such as onboarding, PTO tracking, compliance, benefits administration, 1095-C reporting, and COBRA.

Using BerniePortal and BenefitsGuide, elections made online during the enrollment process in BerniePortal are automatically created in BenefitsGuide as Member Transactions related to the correct Contact and Plan records .

Workflow tasks related to the Member Transaction are automatically created and assigned to the person on your team responsible for communicating the election to the different insurance carriers.

Click here to learn more...

Ease is an online employee benefits quoting, enrollment, and benefits administration platform.

You can push a group Account, the current employee census, and the Plan information to Ease instantly creating the new group using your data from BenefitsGuide.

Elections made online during the enrollment process in Ease can be automatically created in BenefitsGuide as Member Transactions related to the correct Contact and Plan records.

Workflow tasks related to the Member Transaction are automatically created and assigned to the person on your team responsible for communicating the election to the different insurance carriers.

Click here to learn more...

The CommissionsDept is an outsource commissions accounting and reporting service that focuses exclusively in the Insurance vertical.

They take on the tedious task of tracking commissions, finding missing payments, reporting and commission distribution to co-brokers and sub-producers.

Using BenefitsGuide and CommissionsDept provides a unique combined solution that allows the broker the ability to focus on selling new business and servicing their existing clients while ensuring that all of their commissions due are accounted for properly.

Click here to learn more...

Broker Briefcase® Benefits Edition is your benefits sales and marketing engine.

Streamline communication and build your brand by engaging with your entire prospect and client base—all with the click of a button.

Empower your sales team and close more business by keeping producers up to date on the latest best practices and market trends so they can land more first meetings and win new accounts.

Simplify prospect meeting prep with the Prospect Presentation Creator, which allows you to create custom presentations in minutes that target your prospect’s unique pain points.

Click here to learn more...

The Code SixFour Benefits Consulting Cloud is comprised of two components; the Technology Platform and Content Packages.

The Technology Platform provides data management, administration, and automation of the content for insurance consultants and employee benefits brokers.

The Content Packages contain resources, collateral, and templates that can be leveraged within the Technology Platform.

They partner with agencies to manage and automate their existing intellectual property, and also license materials built by their team in-house.

Click here to learn more...

Best of Breed Benefits Brokers for whom the BenefitsGuide Insurance Agency Management System works well.

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