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  1. NEW Streamlined data model – manage all lines of coverage on Benefit Policies object

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  2. NEW Easy to use Census Import Tool

  3. NEW Contact Record Type to better manage Dependent relationships

  4. NEW Member Transactions can be tracked down to the Dependent level

  5. And of course, instant Benefit Booklets

WHAT CRM FEATURES AND FUNCTIONS DO YOU NEED TO RUN YOUR INSURANCE BROKER BUSINESS?

All businesses, regardless of size or industry, need essentially the same types of tools to manage their information.  Think about it, it doesn't matter if you are the butcher, the baker, the candlestick maker, if you are selling widgets or insurance, you need a tool that will:

  1. track and manage information about your clients and prospects
  2. take notes on your conversations and set follow up tasks
  3. integration with Microsoft Outlook for email and calendar
  4. reporting and dashboard analytics
  5. workflow automation
  6. mobile access
  7. infinitely customizable
  8. easily integrate with other applications that are used to run your business so that you only need to enter information into one system

WATCH THE RECORDED DEMONSTRATION NOW

 

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Complete This Form To Watch a Recorded Demonstration of the all new BenefitsGuide

CLIENT TESTIMONIALS
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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."

RYAN SULLIVAN
Managing Partner at Employee Benefit Services of Maryland
TonyMaffeo

"BenefitsGuide just makes sense! It houses and organizes a massive amount of information in an easy to locate and use fashion. The ability to track and remind us of upcoming tasks will ensure that opportunities and to do items are addressed on time. The training videos are awesome, and the instructions are easy to follow and informative. BenefitsGuide allows me to continue Living the Dream, Selling Insurance! "

TONY MAFFEO
Employee Benefits Guru |CEO | Health, Dental, Life Insurance Broker