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Learn how you can use the data already in your CRM 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.

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.

Building a successful insurance agency today requires the right combination of connected technology tools:

  1. CRM or Agency Management
  2. Insurance Consulting Automation
  3. Enrollment Solutions or Employee Benefit Portals

Complete this form to learn how you can more easily use the data in your CRM to save time and make more money.

Learn How To Do Amazing Things With Your CRM Data


"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."

Managing Partner at Employee Benefit Services of Maryland

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