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Use this PDF as a guide when shopping for a new CRM or insurance agency management system.

Many of the critical questions that should be asked of any vendor before making a purchase cover a wide range of topics including: 

  1. Basic CRM Functionality
  2. Insurance Specific Functionality
  3. Mobile Access
  4. Implementation and Workflow Automation 
  5. Training and Support 
  6. 3rd Party Integrations and Application Marketplace 

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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."

Managing Partner at Employee Benefit Services of Maryland

"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."

Gary Levine
Managing Partner, Gary Levine & Associates, Ltd / LG Planning Group