BenefitsGuide
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?
Top keywords
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- renewals2×1.16%
SMS Magic & Conversive | Conversational Messaging
Natively built SMS Solution for Sales & Service Cloud, Experience cloud & supports all the apps built on force.com. Complete business messaging solution supports multichannel automated & interactive 2-way conversations Converse with your customers on the channel of their choice - while you stay in the comfort of your Salesforce window or even smartphone. It is perfect for high-touch, contextual, and time-sensitive customer engagement that’s also help you get compliant with 10DLC registration. - Channels supported: SMS, ,Texting, MMS, WhatsApp and FB Messenger, - Easy Configuration & Use - Interactive & Automated Messaging - Dedicated & Shared Inboxes for Sales/Service Console, Record page, Lists & Reports - Automate with Flows: keywords, reminders, alerts, & routing - Marketing: blasts, drip campaigns, profiling, surveys, scheduling, link tracking - Analytics Dashboards - Standard & Custom Objects - Experience cloud, Force.com solutions - Global Coverage - Protect users from Spam - Supports long & short codes, toll-free numbers, call forwarding, direct connect-59 countries, bring your own number (landline), bring your own carrier (Twilio, Nexmo, Ring Central, etc)
Top keywords
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