BenefitsGuide is the Salesforce Platform pre-customized as an Insurance Agency Management System with high impact features like instant benefit booklets, drag and drop census updates, renewal workflow automation. There are integrations with other best of breed insurance specific services and over 3000 other third party applications available on the Salesforce AppExchange.
The easiest and fastest way for you to see the new BenefitsGuide: Insurance Agency Management System is to check out this recorded demonstration. In this demo, you will see the instant benefit booklets, drag and drop census updates, renewal workflow automation and much more.
WORKFLOW AUTOMATION, OUR METHODOLOGY
Empower your staff to work smarter, not harder, by eliminating redundant data entry across the different applications that you are using to run your business; your CRM, agency management, quoting, benefits enrollment and administration platform, commissions accounting, document generation