BenefitsGuide
Built on Salesforce
Product
Product Overview
The full platform — everything in one place
Insurance CRM
One source of truth for every client
Workflow Automation
Insurance workflows that run themselves
Automated Commissions
Our robots work while you sleep
Benefit Booklets
Custom booklets in seconds, not hours
Business Listings & 5500 Data
Find your next client using public filings
Integrations
Employee Navigator
First official Salesforce AMS integration — bi-directional sync
Ease
90% faster group setup — push or pull
Salesforce + Ease
Already on Salesforce? Connect it to Ease.
BerniePortal
Automatic sync and enrollment workflows
CXC Compliance
ERISA, POP, and federal notices — auto-populated
Formstack
Document automation and e-signatures
Broker Briefcase
Keep marketing lists in sync automatically
Case Studies
Resources
Recorded Demo
Watch the platform walkthrough — no form required
Blog
Tips, guides, and industry insights
About Us
Over 20 years building insurance solutions on Salesforce
FAQ
Contact Us
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