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"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."
"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."
