Your marketing lists are out of date. Again.
Every time you add a client, lose a client, or update a contact in your CRM, someone has to go into Broker Briefcase and make the same changes there. That's redundant data entry — and it means your marketing lists are always one step behind reality.
Push Accounts and Contacts Directly to Broker Briefcase
BenefitsGuide's Broker Briefcase integration takes the account and contact information already in your Salesforce CRM and pushes it directly into Broker Briefcase. It creates the accounts, creates all the contacts, and pulls over their email addresses — so your marketing lists are always current.
No more manually adding new clients to Broker Briefcase. No more updating email addresses in two places. No more sending compliance alerts to people who haven't been your clients for months.
- Push account and contact data from Salesforce to Broker Briefcase
- Email addresses automatically synced
- New clients appear in Broker Briefcase without manual entry
- Eliminates redundant data entry between your CRM and your marketing platform
Send Compliance Alerts and HR Content to the Right People
Broker Briefcase is a powerful tool for sending compliance notifications, HR resources, newsletters, and other content to your clients. But it's only as good as the data behind it.
When your accounts and contacts live in Salesforce and sync to Broker Briefcase automatically, your distribution lists are always accurate. New clients get added. Former clients get removed. Updated email addresses get corrected. Your team doesn't have to think about it.
Your CRM Is the Source of Truth — Everything Else Follows
When you manage your client data in BenefitsGuide on Salesforce, that data becomes the foundation for everything else your agency does — enrollment administration, commission tracking, workflow automation, document generation, and now marketing distribution through Broker Briefcase.
Instead of maintaining the same information in five different systems, you enter it once. The integrations take it from there.
- Salesforce is the single source of truth for all client data
- Data flows to Broker Briefcase, Ease, Employee Navigator, and more
- Eliminates the "five different systems" problem
- 3,000+ additional apps available on the Salesforce AppExchange
Broker Briefcase Is Just One Piece of the Puzzle.
BenefitsGuide connects to the platforms your agency depends on — so your data flows everywhere it needs to go.
Ease
Bi-directional sync. Push or pull accounts, census, policies, and eligibility between Salesforce and Ease. Enrollment elections flow back automatically as Member Transactions.
Employee Navigator
Bi-directional sync. Employee Navigator chose us as their first official Salesforce integration partner. Account setup drops from 1-2 hours to 5-10 minutes.
3,000+ Salesforce Apps
Because BenefitsGuide is built on Salesforce, you get access to the entire AppExchange ecosystem — plus open REST and SOAP APIs for custom integrations.
See How It All Connects.
Pick a time that works for you. We'll walk through how BenefitsGuide keeps your Broker Briefcase lists current — plus everything else the platform can do for your agency.
Prefer to talk first? Book a 15-minute call with Jason or call us at 646-461-3000.