Save countless hours creating Wrap Documents, Cafeteria Plans, Federal Notices and Form 5500's while also improving the quality of compliance.
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."
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.