BenefitsGuide: Business Listings for Salesforce
- Price from
- $20 / user / month (USD)
- Listing audit
- 57/100
BenefitsGuide: Business Listings is a Salesforce AppExchange app by BenefitsGuide. With a rating of 5.0★ from 1 reviews.
BenefitsGuide: Business Listings is a Salesforce app, with a 5.0 average rating from 1 review, as a paid app, as of Nov 8, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 8, 2026
BenefitsGuide: Business Listings is a Salesforce app. 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: Business Listings
How BenefitsGuide: Business Listings works
Business Listings is a database of all the businesses that have recently filed the Federal Tax Form 5500.
Use information pulled from the Form 5500 to find and evaluate both employee benefits / group insurance and retirement planning prospects and opportunities.
Identify businesses that you would like to target then import those Account, Contacts, Form 5500 Tax Filings and all the related Schedules directly into your instance of Salesforce with a click. You can even view or download a pdf of the filed Form 5500 from any Tax Filing record.
The information inserted into Salesforce includes every field from the Form 5500 and all the related Schedules.
Once imported, you can build list views and reports to filter by any field on the Account, Contact, or Tax Filing and Schedules found on the Federal Tax filing.
Key features
- Use BenefitsGuide: Business Listings to identify: • the right people to contact • businesses that may be overpaying commissions • how much the opportunity may be worth to you and is it even worth pursuing? • businesses that work with a 'weak' broker
- For employee benefits brokers, use Business Listings to learn about your prospect or clients reported: • carrier • broker name • commissions • premiums • lines of coverage • renewal dates • and more