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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.

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6 Minute Overview

Take a quick tour inside the BenefitsGuide: Insurance Agency Management System, Benefit Policy Management Tool, and Enrollment Management Tool. 

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CREATE BENEFIT BOOKLETS INSTANTLY WITH ZERO REDUNDANT DATA ENTRY - 3 MINUTES

Instantly create beautiful custom branded employee benefit booklets that are client distribution ready with the click of a button and zero redundant data entry using the information already in BenefitsGuide.

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WORKFLOW AUTOMATION, OUR METHODOLOGY

BenefitsGuide Workflow Automation is a task based methodology for all the standard insurance broker business processes that results in a system customized specifically to your business, your requirements, using your jargon and business rules built entirely on the Salesforce Platform.

Use Workflow Automation to improve your renewal retention rates while also reducing the time required to service your existing business AND gain real time visibility into your entire operation.

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HOW TO CHOOSE THE RIGHT CRM FOR YOUR BUSINESS

Check out this short video slide deck for an overview of cloud computing, the Salesforce Platform, BenefitsGuide and how to choose the right CRM for your insurance broker business.

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COMPLETE THE AGENCY DIAGNOSTIC SCORECARD

Take a moment to answer these questions to tell us a little bit about your business, not too much, nothing crazy, so that our Business Analysts will be able to help you identify opportunity for improvement and recommend actual solutions that can be implemented immediately.
Complete The Form Below To Schedule Time To Speak With A Real Person

Best of Breed Benefits Brokers for whom the
BenefitsGuide: Insurance Agency Management System works well.

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Uphill Lane, Woodbury, NY

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