--- title: Watch BenefitsGuide in Action — No Form Needed description: Watch a full recorded walkthrough of BenefitsGuide — CRM, commissions, workflows, and integrations. No form required. image: https://www.benefitsguide.com/hubfs/benefitsguide_project_management_v2.gif --- Recorded Demonstration # See BenefitsGuide in action. *No form required.* Start with a 78-second overview of the Salesforce platform that powers everything. Then watch the full 14-minute product walkthrough — client management, workflow automation, commissions, integrations, and reporting. Start Here — 78 Seconds Why the platform decision matters as much as the features. Your browser does not support the video tag. Full Walkthrough — 14 Minutes ## Now see the platform in action. This recorded demo walks through every core capability — from the CRM and project management to automated commissions, service tickets, and integrations. Already sold? Talk to Jason first → Your browser does not support the video tag. ## You just watched the full platform. Ready to see it with your data? A live walkthrough lets us show you exactly how BenefitsGuide fits your agency — your carriers, your team, your workflows. Schedule a Live Demo — 60 Minutes Talk to Jason — 15 Minutes What You'll See ## 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. ## What if the BenefitsGuide platform could replace *every disconnected system your agency uses today?* The recorded demo shows you what BenefitsGuide looks like. A live conversation shows you how it fits your agency — your processes, your pain points, your questions answered in real time. Schedule a Live Demonstration Trusted by Leading Benefits Brokerages [![Your Policy](https://www.benefitsguide.com/hs-fs/hubfs/YourPolicy_Logo.png?height=40&name=YourPolicy_Logo.png)](https://www.benefitsguide.com/your-policy-case-study-90-percent-less-commission-time) [![Capital Benefit Group](https://www.benefitsguide.com/hs-fs/hubfs/CBG.png?height=40&name=CBG.png)](https://www.benefitsguide.com/capital-benefit-group-over-80-percent-less-commission-time) [![Maddock Insurance](https://www.benefitsguide.com/hs-fs/hubfs/Maddock_Logo_Gradient%20Transparent%20Background.png?height=40&name=Maddock_Logo_Gradient%20Transparent%20Background.png)](https://www.benefitsguide.com/maddock-insurance-streamlined-operations) [![ThinkTank Insurance Partners](https://www.benefitsguide.com/hs-fs/hubfs/ThinkTank.png?height=40&name=ThinkTank.png)](https://www.benefitsguide.com/thinktank-from-chaos-to-clarity) [![NationalHR](https://www.benefitsguide.com/hs-fs/hubfs/NationalHR-logo-1.png?height=40&name=NationalHR-logo-1.png)](https://www.benefitsguide.com/nationalhr-1m-revenue-zero-new-hires) [![CorpStrat](https://www.benefitsguide.com/hs-fs/hubfs/CorpStrat.jpg?height=40&name=CorpStrat.jpg)](https://www.benefitsguide.com/corpstrat-25-revenue-surge-less-staff) [![Group Health Solutions](https://www.benefitsguide.com/hs-fs/hubfs/Group%20Health%20Solutions.png?height=40&name=Group%20Health%20Solutions.png)](https://www.benefitsguide.com/group-health-solutions-50-less-firefighting) [![Green Financial](https://www.benefitsguide.com/hs-fs/hubfs/Green%20Financial%20logo.png?height=40&name=Green%20Financial%20logo.png)](https://www.benefitsguide.com/green-financial-higher-valuation-with-data) [![Fusco Orsini & Associates](https://www.benefitsguide.com/hs-fs/hubfs/FOA%20Insurance%20Services.png?height=40&name=FOA%20Insurance%20Services.png)](https://www.benefitsguide.com/fusco-orsini-30-40-less-servicing-time) [![Eureka Insurance](https://www.benefitsguide.com/hs-fs/hubfs/images/Eureka%20Logo.webp?height=40&name=Eureka%20Logo.webp)](https://www.benefitsguide.com/eureka-insurance-streamlined-with-benefitsguide) [![Slate Small Business Solutions](https://www.benefitsguide.com/hs-fs/hubfs/logo-slate-small-business-solutions.png?height=40&name=logo-slate-small-business-solutions.png)](https://www.benefitsguide.com/slate-business-solutions-saving-time-money) “ 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. Nisha Pravinchandra, Vice President ## Pick the Conversation That Fits. Whether you want the full walkthrough, a quick strategy session, or just a 15-minute conversation — we'll meet you where you are. 60 Minutes ### Schedule a Live Demonstration See the full BenefitsGuide platform with your questions answered live. Craig walks you through everything. Schedule Demo 30 Minutes ### Diagnostic Review Walk through your agency's specific pain points with Craig and Jason. We'll tell you honestly if we're a fit. Schedule Review 15 Minutes ### Talk to Jason First Not ready for a full demo? Start with a quick, no-pressure conversation. No slides. No pitch deck. Book 15 Minutes You can also call us at **646-461-3000** or email [jason@benefitsguide.com](mailto:jason@benefitsguide.com) anytime. ### Schedule a Conversation #### One quick question, then pick a time. Thanks! Now pick a time below. **Finished watching?** Schedule a live walkthrough with your data. Schedule Now × What top benefits agencies are doing with AI. Weekly intel for brokers who want to stay ahead. × Subscribe ×