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60 Second Video Overview

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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7 Minute Recorded Demonstration 

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.

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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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ELIMINATE REDUNDANT DATA ENTRY AND INCREASE PROFITS

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

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USE THESE 7 METRICS TO IMPROVE THE PERFORMANCE OF YOUR CUSTOMER SUPPORT TEAM

Use these metrics as insight, make adjustments to your business and then measure your success over time.

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