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Submitted URL: https://benefitsguideaccess.com/
Effective URL: https://www.benefitsguide.com/start-here
Submission: On December 18 via api from US — Scanned from IT
Effective URL: https://www.benefitsguide.com/start-here
Submission: On December 18 via api from US — Scanned from IT
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* Start Here * Demo * Schedule Live * View Recorded - Overview * View Recorded - How To * Resources * About Us * Case Studies * Blog * Contact Us * Agency Diagnostic Scorecard * Product Features * Insurance CRM * Instant Benefit Booklets 2.0 * Workflow Automation * Integration Partners * BerniePortal * CommissionsDept * CXC Compliance * Ease * Zywave * Salesforce Solutions * ACA Small Group Quoting * Ease Integration * Find Business Leads from Form 5500 Filings * Generate Benefit Compliance Documents INSURANCE AGENCY MANAGEMENT SYSTEM ON THE SALESFORCE PLATFORM Pre Customized, Yet Fully Customizable COMMERCIAL - 60 SECONDS BenefitsGuide is the Salesforce Platform pre-customized as an Insurance Agency Management System with high impact features like instant benefit booklets, drag and drop census updates, renewal workflow automation. There are integrations with other best of breed insurance specific services and over 3000 other third party applications available on the Salesforce AppExchange. Click here to see the video. QUICK TOUR - 6 MINUTES Take a quick tour inside the BenefitsGuide: Insurance Agency Management System, Benefit Policy Management Tool, and Enrollment Management Tool. Click here to see the video. "HOW TO" DEMONSTRATION - 9 MINUTES This short video will show how you can use BenefitsGuide to create employee Benefit Booklets, manage Renewals, manage Enrollments, Terminations and Changes. Click here to see the video. CREATE BENEFIT BOOKLETS INSTANTLY WITH ZERO REDUNDANT DATA ENTRY - 3 MINUTES Instantly create beautiful custom branded employee benefit booklets that are client distribution ready with the click of a button and zero redundant data entry using the information already in BenefitsGuide. Click here to see the video. WORKFLOW AUTOMATION, OUR METHODOLOGY BENEFITSGUIDE WORKFLOW AUTOMATION IS A TASK BASED METHODOLOGY FOR ALL THE STANDARD INSURANCE BROKER BUSINESS PROCESSES THAT RESULTS IN A SYSTEM CUSTOMIZED SPECIFICALLY TO YOUR BUSINESS, YOUR REQUIREMENTS, USING YOUR JARGON AND BUSINESS RULES BUILT ENTIRELY ON THE SALESFORCE PLATFORM. USE WORKFLOW AUTOMATION TO IMPROVE YOUR RENEWAL RETENTION RATES WHILE ALSO REDUCING THE TIME REQUIRED TO SERVICE YOUR EXISTING BUSINESS AND GAIN REAL TIME VISIBILITY INTO YOUR ENTIRE OPERATION. CLICK HERE TO SEE THE VIDEO. COMPLETE THE AGENCY DIAGNOSTIC SCORECARD TAKE A MOMENT TO ANSWER THESE QUESTIONS TO TELL US A LITTLE BIT ABOUT YOUR BUSINESS, NOT TOO MUCH, NOTHING CRAZY, SO THAT OUR BUSINESS ANALYSTS WILL BE ABLE TO HELP YOU IDENTIFY OPPORTUNITY FOR IMPROVEMENT AND RECOMMEND ACTUAL SOLUTIONS THAT CAN BE IMPLEMENTED IMMEDIATELY. HOW TO CHOOSE THE RIGHT CRM FOR YOUR BUSINESS CHECK OUT THIS SHORT VIDEO SLIDE DECK FOR AN OVERVIEW OF CLOUD COMPUTING, THE SALESFORCE PLATFORM, BENEFITSGUIDE AND HOW TO CHOOSE THE RIGHT CRM FOR YOUR INSURANCE BROKER BUSINESS. CLICK HERE TO SEE THE VIDEO. Complete The Form Below To Schedule Time To Speak With A Real Person First name Last name Email* BEST OF BREED BENEFITS BROKERS FOR WHOM THE BENEFITSGUIDE: INSURANCE AGENCY MANAGEMENT SYSTEM WORKS WELL. * Start Here * Demo * Schedule Live * View Recorded - Overview * View Recorded - How To * Resources * About Us * Case Studies * Blog * Contact Us * Agency Diagnostic Scorecard * Product Features * Insurance CRM * Instant Benefit Booklets 2.0 * Workflow Automation * Integration Partners * BerniePortal * CommissionsDept * CXC Compliance * Ease * Zywave * Salesforce Solutions * ACA Small Group Quoting * Ease Integration * Find Business Leads from Form 5500 Filings * Generate Benefit Compliance Documents Uphill Lane, Woodbury, NY 646-461-3000 Inbound Performance Template by SmartBug Media. Copyright 2024. All Rights Reserved * Privacy * Terms & Conditions LATEST BLOG POSTS * Streamlining Commission Accounting for Enterprise-Level Brokerages: BenefitsGuide and Fintary Partnership * Transforming Client Communications: The Power of Tickets * Anything Is Possible: Unlock Your Potential with Micro Services * The Key to More Time and Profit: The Power of Workflow Automation