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This ALL NEW version of BenefitsGuide is built on the Salesforce Lightning Experience and Salesforce Lightning is a major step forward in the evolution of insurance agency management. 

BenefitsGuide: Lightning Experience is designed around what you can do, instead of what you can view.

Why continue wasting your time and money with anything less than the best?

In addition to all the new features and functions associated with the Salesforce Lightning Experience, as always, BenefitsGuide Users can:

  1. Create Benefit Booklets With the Click of a Button that include information about plan benefits, eligibility, plan options including cost per pay period, co payments, deductibles, prescription costs and more.
  2. Manage 16 Additional Lines of Coverage with Other Benefits – from Medical, Dental, Vision, STD, LTD, FSA to Critical Illness, Telemedicine to Pet Insurance, and many more, you will be able to track all products a group could offer as you do currently as you track all other plan records in BenefitsGuide.
  3. Create Member Transactions in Bulk that tie into our workflow automation and automated email solution that can also send emails to the members and Benefits Administrators communicating the work that was done and benefit plan details, forms needed for plan administration, links to search provider networks and more. The plan record on the account will track related member transactions, and actively enrolled plan members.
  4. Update Contact Records in Bulk and Link Them To Actively Enrolled Plan Records 
  5. Create New Member Transactions For Multiple Lines of Coverage on One Page 
  6. Manage Portal Access Credentials – store usernames, passwords, answers to security questions for any account record, control visibility and sharing so the right people have the right information to access account information anywhere anytime
  7. Sync with Ease
  8. Sync with BerniePortal
  9. Sync with CommissionsDept
  10. and more...

Fill out the form on this page to schedule time to see the new BenefitsGuide: Insurance Agency Management System specifically designed for the employee benefits vertical built on the Salesforce Lightning Experience.salesforce-benefitsguide-logo-v2



Complete This Form To Schedule Time On Our Demonstration Calendar


"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."

Managing Partner at Employee Benefit Services of Maryland

"This system is the best tool for running our broker agency.  It is customizable, and makes our work flow extremely efficient and is very user friendly.  Our business is lean and more efficient because of BenefitsGuide. We never miss a task because of the way the system works. We have workflows that lead to the next step of selling, servicing and renewing group insurance products.   We have been using BenefitsGuide for over 6 years and couldn’t be happier with it.  The support has been excellent as well with prompt attention and quick responses."

Managing Partner, Gary Levine & Associates, Ltd / LG Planning Group