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Complete the form on this page if you would like to schedule time to speak with a LIVE PERSON about the ALL NEW BenefitsGuide: CXC Compliance Integration

BenefitsGuide: CXC Compliance makes employee benefits compliance as easy as 1-2-3:

  1. cxc-solutions-logo

    Use your data already in Salesforce to automatically pre-populate the intake form

  2. Review and edit or update any missing information

  3. Click a button to create Wrap Documents, Cafeteria Plans and Federal Notices

Complete this form to schedule time on our demonstration calendar

CLIENT TESTIMONIALS
Joshua_Smith

It’s great, we love it. We have been using BenefitsGuide for more than 5 years and could not imagine running the broker business without it. In my 20 years of experience, I’ve used other agency management tools and there is no comparison, these guys got it right. As we add new staff and grow the business, BenefitsGuide makes it easy for new hires to get up to speed quickly. The support is great."

JOSH SMITH
President at Vanguard Benefit Solutions
Susan_Burns_LevinePlanning

We just started using the new Salesforce benefits compliance application and are very pleased we made the switch. It’s easy to use, with an incredibly smooth integration between the two platforms, and top-notch support from their responsive team. We are now able to use our existing Salesforce data to create compliance documents, and this has already saved us both time and money with its efficiency and costs over the company we had been using for the last few years.

SUSAN BURNS
Chief Operating Officer at LG Planning Group