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See Some of the Impactful Features of the BenefitsGuide: Insurance Agency Management System


In the recorded demonstration, you will see how with the BenefitsGuide AMS for Employee Benefits for Salesforce you can track and manage:

  1. Employer Groups, Individuals, and Families as Prospects, Clients, Former Clients

  2. Carriers, Brokers and Vendors

  3. Benefit Products and Benefit Policies – any line of coverage including benefit details, premium details, compensation, and more

  4. RFP’s – automate the process of managing your RFP’s, improve visibility and save time reporting to management

  5. Member Transactions and proactive automated email communications easily track and manage member elections, use workflows to automate follow up tasks and to communicate information by email to the member and group benefits administrator about plan benefits, forms needed for administration,  hints on how to search the provider network, information about value added services, and more

  6. Enrollments - can be viewed in real time and instantly exported to an Excel file

  7. Claims – can takes weeks or months to resolve, use our Claims object to organize the claims adjudication work you do for your clients

  8. Producer Licenses – maintain your Insurance Broker, Agent, Carrier, and State Licenses for your agency

  9. Usernames and Passwords – securely store and share across your organization

  10. Classes, Contributions and Benefit Eligibility

  11. Deals – track deals by deal type, estimated revenue, stage and probability

  12. We have even got a Census Import Wizard so that you can drag and drop a census file to update the contact and dependent information for an entire group 

Because we are 100% native to the Salesforce Platform you get to use their best in the world CRM features like: 

  1. Reports and Dashboard Analyticsif you have the data, you can report on it and add the reports to dashboards unique to a team or specific user to help drive productivity and efficiencies

  2. Document Management – you can run a paperless office! 

  3. Mobile - access BenefitsGuide anywhere 

  4. Workflow automation – the system will automatically create and assign tasks for your existing processes 

  5. Take notes on your conversations and set follow up tasks – stewardship reporting for clients has never been easier

  6. Integrate with Microsoft Outlook or Gmail for email and calendar - add emails instantly to the activity history, no emails siloed in your coworkers sent items! 

  7. Infinitely Customizable – you can add and edit fields, values, and page layouts!  

With BenefitsGuide you can easily create:  

  1.  Instant Benefit Booklets – instantly create benefit booklets using the data already in your CRM

  2. Benefit Compliance Documents with our integration with CXC Solutions

  3. New Groups in Ease with our Ease Integration with Salesforce 

 BenefitsGuide has prebuilt Integrations with: 

BenefitsGuide has prebuilt integrations with:  

  1. Ease

  2. BerniePortal

  3. CommissionsDept 

  4. CXC Solutions for creating Benefits Compliance documents

  5. Zywave 

  6. and is integrated with more than 3000 apps through the Salesforce AppExchange 

We have a "ticket' based call center application that captures inbound emails as a Ticket automatically tied to the contact record, time bound metrics are automatically calculated 

and we can provide you with a FREE AI Middle Manager no more awkward conversations about productivity and overdue tasks, let George be your Middle Manager.  Change behaviors and better manage your team with George’s messaging and your enforcement of those messages. 




Complete This Form To Watch a Recorded Demonstration of the latest and greatest BenefitsGuide


"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

"BenefitsGuide just makes sense! It houses and organizes a massive amount of information in an easy to locate and use fashion. The ability to track and remind us of upcoming tasks will ensure that opportunities and to do items are addressed on time. The training videos are awesome, and the instructions are easy to follow and informative. BenefitsGuide allows me to continue Living the Dream, Selling Insurance! "

Employee Benefits Guru |CEO | Health, Dental, Life Insurance Broker