BenefitsGuide: Employee Benefits Broker Automation Platform for Salesforce

The Problem: You're drowning in manual work. Commission statements take 20+ hours every month. Renewals fall through the cracks. Your team spends more time firefighting than growing the business. The Solution: BenefitsGuide is the Salesforce Platform pre-customized for employee benefits brokers. We've spent 20 years building what you need so you don't have to reinvent the wheel. What Makes Us Different: Automated Commissions – Robots download statements from carrier websites while you sleep. 20 hours → 30 minutes. Employee Navigator & Ease Sync – The only AMS with true bi-directional sync. Create groups in 5 minutes, not an hour. Project Management – Track renewals with Projects, Milestones, and Checklists. See every ball your team juggles. Instant Benefit Booklets – One click, polished guide. No more 30-minute arts and crafts. Workflow Automation – Tasks auto-assigned based on your rules. Mobile App – Run your agency from anywhere. Real Results: "Putting out 50% less fires." – Courtney Gaston "No more overtime." – Nisha Pravinchandra Integrates With: Employee Navigator, Ease, Zywave, Bernie Portal, Formstack, plus 3,000+ AppExchange apps. Ready to stop managing and start growing?