BenefitsGuide: CXC Compliance for Salesforce
- Category rank
- #197 in Finance
- Price from
- $25 / company / month (USD)
- Listing audit
- 64/100
BenefitsGuide: CXC Compliance is a Salesforce AppExchange app by BenefitsGuide. With a rating of 5.0★ from 1 reviews, it currently ranks #197 in the Finance category.
BenefitsGuide: CXC Compliance is the #197 ranked Finance app on Salesforce, with a 5.0 average rating from 1 review, as a paid app, as of Nov 5, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 5, 2026
BenefitsGuide: CXC Compliance ranks #197 of 561 in Finance on Salesforce. It holds a 5.0★ average from 1 review on Salesforce. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2021
Cons
- −Only 1 review — the average can still move with a few new ratings
- −No free plan (paid) — evaluation needs a paid plan or a trial
About BenefitsGuide: CXC Compliance
How BenefitsGuide: CXC Compliance works
Specifically designed for the insurance broker, this app allows you to Create ERISA Wraps/SPDs, Sec 125 Cafeteria Plan documents, Form 5500s and Federal Notices for any client.
During installation you complete a mapping spreadsheet to relate your Salesforce data with our data model.
Then click the CXC Compliance button from the Account record, select the type of compliance document (ERISA Wrap, Sec 125 Cafeteria Plan Document, Form 5500 or Federal Notices) you wish to create, review the form that was prefilled using your data. Complete any required data that is missing and Submit to CXC for processing.
CXC Solutions is the leading provider of Benefits Compliance Solutions and currently works with over 200 benefits professionals helping their 15,000+ employers stay compliant with IRS, DOL and HIPAA regulations.
Key features
- Tired of collecting compliance information from multiple sources and filling out intake forms for multiple vendors? We have the “Easy” button to eliminate the effort of redundant data entry and the errors associated with it.
- Use the data already in your instance of Salesforce to automatically pre-populate the intake form. Then take your time to review, edit or update any missing information. When you are ready, simply click a button to create the compliance document.
