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

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  2. Easy to use Census Import Tool

  3. Contact Record Type to better manage Dependent relationships

  4. 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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CLIENT TESTIMONIALS
Gary_Levine-1

"This system is the best tool for running our broker agency.  It is customizable, and makes our work flow extremely efficient and is very user friendly.  Our business is lean and more efficient because of BenefitsGuide. We never miss a task because of the way the system works. We have workflows that lead to the next step of selling, servicing and renewing group insurance products.   We have been using BenefitsGuide for over 6 years and couldn’t be happier with it.  The support has been excellent as well with prompt attention and quick responses."

GARY LEVINE
Managing Partner, Gary Levine & Associates, Ltd / LG Planning Group
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