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WATCH A SHORT RECORDED DEMONSTRATION OF THE EASE INTEGRATION WITH SALESFORCE

Ease Intro
  1. During implementation, you will complete a mapping and translation document allowing us to connect your instance of Salesforce to Ease.

  2. Then, using your data from Salesforce, you can push a group Account, the current employee census, and the Insurance Policy and Eligibility information instantly creating the new group in Ease 

    - OR -

    push a group Account, the current employee census, the Insurance Policy and Eligibility information from Ease to Salesforce.

  3. Elections made online during the enrollment process in Ease can be automatically created in Salesforce as Member Transactions related to the correct Contact and Insurance Policy records

  4. Workflow tasks related to the Member Transaction are automatically created and assigned to the person on your team responsible for communicating the election to the different insurance carriers

Fill out the form on this page to watch a recorded demonstration of the Ease Integration with Salesforce

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Complete this form to watch a recorded demo of the Ease Integration with Salesforce

CLIENT TESTIMONIALS
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"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."

RYAN SULLIVAN
Managing Partner at Employee Benefit Services of Maryland
TonyMaffeo

"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! "

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