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You can run your insurance broker business entirely from your phone using the Salesforce mobile app.

Subscribers of BenefitsGuide are able to use the Salesforce app on their mobile device so that users have access to ALL of the information in their insurance agency management system no matter where they are. It’s a real game changer.

  1. get more work done wherever you are.
  2. turn your mobile device into your portable office.
  3. access ALL of the information in your agency management system
  4. take notes and set follow up tasks for yourself or others on your team.
  5. view dashboards and drill into reports.

From anywhere in the world, BenefitsGuide users can stay connected to customers and teammates and are more productive because of the Salesforce mobile application.

Complete this form to schedule a call to see a short demonstration


"This system is awesome! I worked for an Insurance Company for years and the data management systems we used can't even compare to Benefits Guide. It acts as my personal assistant; constantly reminding me of up-coming tasks allowing me to stay ahead of schedule. I am able to access it when in the office or on the road and stores all of my clients benefit information; thus, when a client calls me with a question, the answer is a click away! "

Account Executive at The Medical Link

"Benefits Guide has streamlined our office better than expected. The work flow protocals that were set up for our office help managed our day to day operations faster & more efficient. Our reps in the field have been saved by logging in from their smartphones when on meetings and being able to send any document needed on the spot. Benefits Guide = SUCCESS!!!!!! "

Owner at Jannotti Insurance Agency