Watch the Recorded BenefitsGuide Demonstration

Streamlined data model – manage all lines of coverage on Benefit Policies object
Easy to use Census Import Tool
Contact Record Type to better manage Dependent relationships
Member Transactions can be tracked down to the Dependent level
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:

track and manage information about your clients and prospects
take notes on your conversations and set follow up tasks
integration with Microsoft Outlook for email and calendar
reporting and dashboard analytics
workflow automation
mobile access
infinitely customizable
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

"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."

7 Minute Recorded Demonstration

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

Easy to use Census Import Tool

Contact Record Type to better manage Dependent relationships

Member Transactions can be tracked down to the Dependent level

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:

track and manage information about your clients and prospects

take notes on your conversations and set follow up tasks

integration with Microsoft Outlook for email and calendar

reporting and dashboard analytics

workflow automation

mobile access

infinitely customizable

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

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