Employee benefits focused insurance solutions built on the Salesforce platform

BenefitsGuide applications streamline operations and boost productivity for employee benefits focused insurance brokers and agents. From managing client relationships and tracking policies to automating Renewal workflows and generating compliance documents, BenefitsGuide empowers agents and brokers to focus on what matters most: serving their clients and growing their business. The platform's integration capabilities, such as the Ease Integration and ACA Small Group Quoting tool, eliminate redundant data entry and reduce the time spent on administrative tasks.

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One-way integrations: BerniePortal, IdeonAPI, CommissionsDept, Zywave, CXC Solutions

Two-way integrations: Ease

Salesforce Partner