What if your whole agency ran on one system — and it actually worked?
BenefitsGuide is the AI-ready business operating system built on Salesforce for employee benefits brokers. CRM, commissions, project management, service tickets, document automation, and integrations — all in one place. No more juggling disconnected systems. No more redundant data entry.
This Happens at Your Agency Every Day.
The Commission Nightmare
Your team spends 20 to 30 hours every month logging into carrier websites, downloading statements, converting PDFs to Excel, and reconciling producer splits by hand. One broker called it "literally a full-time job." Good people are burning out on work a robot should handle.
What if commissions reconciled themselves — before you even got to the office?The Perpetual Fire Drill
A client calls about a renewal you didn't know was due. You check one system. Then another. Then a spreadsheet from August. Nobody on your team knows who's handling it. During Q4, everyone works overtime and nothing is ever under control.
What if every renewal, every deadline, and every task was tracked automatically?The Visibility Problem
Your data lives in five different systems, email threads, and people's heads. When someone is out sick, nobody knows where anything stands. New employees take days to train because nothing is documented. "We don't have visibility into each other."
What if your whole team could see everything — on the same screen, in real time?One Platform. Everything Connected. Enter Data Once.
BenefitsGuide is the Salesforce Platform, pre-customized for employee benefits brokers. CRM, project management, commissions, service tickets, reporting, and document automation — all in one place.
No more juggling disconnected systems. No more redundant data entry. Your whole team, on the same page, for the first time.
Our AI Handles the Data Entry Work Your Team Hates
Every renewal season brings messy census files, inconsistent formats, and hours of cleanup. Your team didn't sign up to be data entry clerks.
BenefitsGuide's AI-powered Census Import Wizard automatically normalizes messy data — no matter what format it comes in. The SBC Import tool turns any Summary of Benefits and Coverage into a usable benefit product record in about a minute. And because it's all built on Salesforce's AI infrastructure, your data is already structured for the future.
Use whatever quoting tools you already know. Export in any format. Our AI imports and normalizes it. Keep your work velocity.
Insurance Workflows That Run Themselves
Your team manages renewals with spreadsheets, email reminders, and memory. When something gets missed, nobody knows until it's too late.
BenefitsGuide's all-new Project Management application comes with many pre-built insurance workflow templates for every standard broker process — renewals, new business, open enrollment, compliance, and more. Rules-based automation means when one Checklist Item completes, the next one fires automatically and is assigned to the right person on your team based on your rules. No one has to remember what comes next.
Customize it yourself with the Project Management App Builder, or request a Microservice and we'll do it for you.
Our Robots Work While You Sleep
Your team spends 20 to 30 hours every month logging into carrier websites, downloading statements, and reconciling splits in spreadsheets. One broker called it "literally a full-time job."
Our robots log into your carrier websites every night. They handle multi-factor authentication. They download your statements, normalize the data, and map it to the right policies — all before you get to the office. You just review and approve.
The Split Rules Engine: Set your commission split rules once per producer. Every client. Every carrier. Every statement — handled automatically. One change cascades across the entire book of business. No more managing splits account by account.
"So the robot does the work... we just check for errors and it doesn't make errors."
— Cindy Sundara, during a commission demo
Nothing Falls Through the Cracks
A client emails about a claims issue. Someone handles it — or maybe they don't. Three weeks later the client calls back, frustrated, and nobody can find the original request.
BenefitsGuide's Tickets Inbox tracks every client service request from the moment it comes in until it's resolved. Every question, every request — visible to the whole team. No more digging through email threads. No more "I thought you were handling that." Everyone sees the same thing.
Your team stays accountable. Your clients stay happy. And nothing gets lost.
Your Entire Business in Your Pocket
You missed your daughter's soccer game because renewal season owned your calendar. Your current system doesn't even have a mobile app.
BenefitsGuide gives you full platform access from any device. Projects, tickets, accounts, contacts, policies, milestones, checklist items — all of it. Approve tasks, check renewal status, manage clients. It's not a "lite" version. It's the real thing.
Legacy platforms don't offer mobile access at all. We do.
Connected to the Platforms You Already Use
Setting up a group in your enrollment platform takes hours of redundant data entry. And nothing syncs back. You're entering the same data in three different places.
BenefitsGuide connects to the platforms your clients depend on — so your data flows where it needs to, automatically.
Employee Navigator — Bi-directional sync. Employee Navigator chose us as their first official integration partner. Account setup drops from 1-2 hours to 5-10 minutes. Works with any Salesforce org.
Ease — Full bi-directional data sync. Push or pull accounts, census data, policies, and enrollment elections. 90% reduction in group setup time.
BerniePortal — Part of the connected benefits administration ecosystem.
Plus: Formstack document automation, 3,000+ Salesforce AppExchange integrations, Outlook and Gmail sync.
Real Agencies. Real Results.
"Last year during the 4th quarter, I was working about 70 hours a week, so putting in 30 hours overtime every week. It was brutal. Since the implementation of BenefitsGuide, I haven't had to do any overtime."— Nisha Pravinchandra, Vice President
"Engaging with BenefitsGuide has been a game-changer for our agency — it's the best business decision we've made!"— Sarena Warner, Executive Vice President
Every Subscription Includes the Salesforce Platform.
Every BenefitsGuide license includes the underlying Salesforce Platform Enterprise License. You get enterprise-grade security, 3,000+ integrations, open APIs, and Salesforce's entire AI roadmap — Agentforce — built in. Not bolted on.
Enterprise Security
HIPAA-compliant capable. Data encrypted at rest. Hosted on Salesforce Hyperforce. Your clients' data is protected by the same infrastructure that Fortune 500 companies trust.
Open Platform
Your data. Your platform. 3,000+ AppExchange integrations. Open REST and SOAP APIs. No hostage situations. Export anytime. You own it.
AI-Ready Infrastructure
While legacy platforms scramble to bolt on AI, your data is already structured for the future. Salesforce's AI roadmap is your AI roadmap. Agentforce is built in from day one.
See What Your Agency Could Look Like.
Pick a time that works for you. You'll work directly with our product team — not a sales rep reading a script. We've been building this for over 20 years. We know your world.
Prefer to talk first? Book a 15-minute call with Jason or call us at 646-461-3000.