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
- 203×1.73%
- employee3×1.73%
- 20 hours2×1.16%
- ease2×1.16%
- employee navigator2×1.16%
- employee navigator ease2×1.16%
- growing2×1.16%
- hours2×1.16%
- minutes2×1.16%
- navigator2×1.16%
- navigator ease2×1.16%
- renewals2×1.16%
Squivr ☁️ Relationship Map | Org Chart | Playbook | Action Plan | WSA
Squivr delivers Salesforce-native account planning, relationship management, and revenue intelligence built for modern revenue teams. Product Tiers: -ArcSight: Dynamic Org Charts, Relationship Maps, and Agentforce integration. Visualize stakeholder structures, influence, and buying authority at a glance. -ArcSuite: Everything in ArcSight plus ArcGroups for Stakeholder Group management, advanced Relationship Mapping, and enhanced Org Charts. -Account Planning Suite: Strategic Account Plans with WSA, SWOT, Workspaces, Action Plans, Playbooks, collaborative account planning for strategic sales. -Squivr Analytics Suite: Advanced analytics and visualization tools - Scorecards,Grid, Reports, Dashboards, cross-object reporting and data analytics. -Squivr Enterprise Suite: The complete Squivr platform, available on Salesforce AgentExchange. Squivr delivers visibility into stakeholders, buying groups, decision-makers, and visual relationship maps for sales cloud. Automate Salesforce account org charts to map stakeholder structures and roles. Manage relationship maps and advanced grid views that reveal influence and buying authority. Improve account planning, strategy, and revenue growth.
Top keywords
- account5×3.40%
- relationship5×3.40%
- planning4×2.72%
- account planning3×2.04%
- advanced3×2.04%
- analytics3×2.04%
- buying3×2.04%
- charts
