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Ease is now integrated with Salesforce, the Worlds #1 CRM Solution

  1. You can now push a group Account, the current employee census, and the Insurance Policy and Eligibility information to Ease instantly creating the new group using your data from Salesforce

    - OR -

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

  2. 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

  3. 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

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CLIENT TESTIMONIALS
Joshua_Smith

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
Ryan_Sullivan.jpg

"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 EBS-MD