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Watch this short video (turn the volume on):

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THEN COMPLETE THIS FORM TO SEE A 7 MINUTE RECORDED DEMONSTRATION OF THE ALL NEW BENEFITSGUIDE: INSURANCE AGENCY MANAGEMENT SYSTEM

In the recorded demonstration, you will see the:

  1. NEW Streamlined data model – manage all lines of coverage on Benefit Policies object

  2. NEW Easy to use Census Import Tool

  3. NEW Contact Record Type to better manage Dependent relationships

  4. NEW Member Transactions can be tracked down to the Dependent level

  5. And of course, instant Benefit Booklets

COMPLETE THIS FORM TO WATCH A 7-MINUTE RECORDED DEMONSTRATION

CLIENT TESTIMONIALS
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"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 work flows 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."

SUSAN BURNS
Chief Operating Officer at Gary Levine & Associates, Ltd.
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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."

JOSH SMITH
President at Vanguard Benefit Solutions