See BenefitsGuide in action. No form required.
Start with a 78-second overview of the Salesforce platform that powers everything. Then watch the full 14-minute product walkthrough — client management, workflow automation, commissions, integrations, and reporting.
Why the platform decision matters as much as the features.
Now see the platform in action.
This recorded demo walks through every core capability — from the CRM and project management to automated commissions, service tickets, and integrations.
You just watched the full platform. Ready to see it with your data?
A live walkthrough lets us show you exactly how BenefitsGuide fits your agency — your carriers, your team, your workflows.
Everything Your Agency Needs — In One Platform
This demo covers the core capabilities that make BenefitsGuide different from anything else on the market. Here's what to watch for.
Client Management
Accounts, contacts, policies, coverage details, and relationship mapping — all in one place. Enter data once and use it everywhere.
Workflow Automation
Pre-built insurance workflow templates for renewals, onboarding, open enrollment, and more. When one checklist item completes, the next one fires automatically.
Commission Tracking
Our robots log into carrier websites while you sleep, download commission statements, and normalize the data. Rules-based split engine handles your entire producer team.
Tickets & Service Tracking
Every client request tracked and visible to your whole team. Nothing falls through the cracks. Automated emails keep clients informed throughout the process.
Document Automation
One-click benefit booklets, HIPAA authorizations, enrollment forms, compliance documents, and e-signatures — all generated from data already in the system.
Integrations
Bi-directional sync with Employee Navigator and Ease. Broker Briefcase. Formstack. Plus 3,000+ apps on the Salesforce AppExchange.
Last year during the 4th quarter, I was working about 70 hours a week. Since the implementation of BenefitsGuide, I haven't had to do any overtime.
Pick the Conversation That Fits.
Whether you want the full walkthrough, a quick strategy session, or just a 15-minute conversation — we'll meet you where you are.
Schedule a Live Demonstration
See the full BenefitsGuide platform with your questions answered live. Craig walks you through everything.
Diagnostic Review
Walk through your agency's specific pain points with Craig and Jason. We'll tell you honestly if we're a fit.
Talk to Jason First
Not ready for a full demo? Start with a quick, no-pressure conversation. No slides. No pitch deck.
You can also call us at 646-461-3000 or email jason@benefitsguide.com anytime.