BenefitsGuide: Ease + Employee Navigator Integration into Any Org for Salesforce

Employee Navigator + Salesforce: synced both ways

Employee Navigator is an online benefits enrollment and administration platform. BenefitsGuide connects it to your instance of Salesforce with a two-way sync. You enter data once, and it’s correct in both systems.

You can push or pull Accounts, the employee census, dependents, policies, and rates between Salesforce and Employee Navigator. You can pull elections from Employee Navigator to Salesforce. Your team stops typing the same data twice.

Setting up a new group takes 5 to 10 minutes instead of 1 to 2 hours. You can use this to link your whole book of business to your CRM..

Elections made during online enrollment in Employee Navigator can be pulled into Salesforce and connect to the right Contact and Policy records while creating Member Transactions and auto-assigned workflow tasks.

This integration can be installed into virtually any instance of Salesforce.