See BenefitsGuide in action. No form required.
This recorded walkthrough shows you exactly how BenefitsGuide works — from client management and workflow automation to integrations, commissions, and reporting. Watch it now, then schedule a live demo to see it with your own data.
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.
Ready for a Live Walkthrough?
Pick a time that works for you. Craig will walk you through BenefitsGuide with your specific questions in mind — and show you how it applies to your agency's workflows.
Prefer to talk first? Book a 15-minute call with Jason or call us at 646-461-3000.