Pre Customized, Yet Fully Customizable
BenefitsGuide now offers fully automated commission tracking built right into your agency management system. Get all your carrier statements automatically downloaded and normalized without manual logins, automatically link commissions to the right policies, while updating your revenue reports and dashboards in real-time.
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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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Take a quick tour inside the BenefitsGuide: Insurance Agency Management System, Benefit Policy Management Tool, and Enrollment Management Tool.
This short video will show how you can use BenefitsGuide to create employee Benefit Booklets, manage Renewals, manage Enrollments, Terminations and Changes.
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.
