See why 100+ agencies chose BenefitsGuide.
Pick a time below and we'll give you a live, personalized walkthrough. No slides. No pitch deck. Just the actual platform — and honest answers to your questions.
Prefer to talk first? Book a 15-minute call with Jason or call us at 646-461-3000.
Your Demo in Three Steps
We don't waste your time with generic slides. Every demo is a conversation about your agency, your challenges, and how the platform fits.
We Listen First
We start by understanding your agency — your team size, your pain points, what systems you're using today, and what's not working. No assumptions.
We Show You the Platform
Craig walks you through BenefitsGuide live — focusing on the features that matter most to your specific situation. CRM, workflow automation, commissions, integrations — whatever you need to see.
We Answer Your Questions
No question is off limits. Implementation timeline, data migration, how it compares to what you're using now — we'll give you straight answers so you can make an informed decision.
Engaging with BenefitsGuide has been a game-changer for our agency — it's the best business decision we've made!
Book a Focused Conversation
If you already know what you want to talk about, book a call that's focused on that specific feature.
Employee Navigator Integration
Bi-directional sync between Salesforce and Employee Navigator. Works with any Salesforce org.
Book EN DemoCommission Automation
See how our robots download carrier statements, normalize data, and apply your split rules automatically.
Book Commissions DemoDocument Automation
One-click benefit booklets, compliance documents, HIPAA forms, and e-signatures powered by Formstack.
Book Formstack Demo