BenefitsGuide: Employee Benefits Broker Automation Platform

khompitoonchaloem5@gmail.com

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I Finally Found What I Was Looking For!!

For years I dreamed of building a system with all the many workflows needed to modernize my boutique agency. I knew the solution would be built on SalesForce, but how in the world would a dumb sales guy like myself ever build something like this, especially with my moderate understanding of SalesForce? BenefitsGuide was the answer. From the moment I was introduced to the product and met Jason and Craig I knew I was in the right place. I didn't have to invent anything and all the things I was hoping to accomplish, such as leveraging tech to make my business more efficient and accurate, was contained in this product. Not only that, but they provide training in the form of recorded videos, step by step presentations my team can review at their pace AND the live meetings where I can get specialized help on specific items. I'm so glad I found BenefitsGuide and am so excited to wield it's power to write more business, deliver a better experience to my employer clients and not stress out about what might or might not be getting done right...because if you follow the BenefitsGuide path...you need not carry that anxiety any longer.

Quality Product - Excellent Team

We made the decision to move our Salesforce CRM from another vendor to BenefitsGuide in 2020, and I am regularly thankful of that decision. We have relied on Salesforce CRM for many years and BenefitsGuide has taken the system to the next level of efficiency for us. Jason Silverman and the BenefitsGuide team worked with us to ensure a smooth transition and limit disruption to our staff. Since then, they have been quick to respond to requests for customizations and assistance with the more technical aspects of CRM maintenance. Craig Allen is always patient and responsive to questions and requests. They have a quality product, and I can’t say enough about the expertise of the technical and support teams. Overall, they delivered on what they promised and met or exceeded our expectations. (CA benefits broker)

Excellent Experience with BenefitsGuide

The customer service from BenefitsGuide was remarkable. I would think of an idea and then call Jason (owner) and present it to him and next thing you know he had that idea as part of his system. Their CRM System kept us organized and tracked all of our emails for future reference. Without their System, I wouldn't be were I am at today. If you are looking for a CRM System to track your clients I highly recommend you look at BenefitsGuide. They worked great for me! Mike Sessor (Ohio)

A purposeful CRM specifically designed for employee benefit brokers

I knew from the first demo, that Benefits Guide was different. It was the first CRM/AMS that we saw that thought of EVERY scenario a broker needs, and complied it in to one, easy-to-use system. We are now able to track everything from employee enrollments and terminations to renewal workflows, marketing and much more. The system is customizable beyond our expectations, with massive reporting functionality; we now have a way to ensure that all client data is housed, tracked and managed efficiently. By using Benefits Guide, our team is much more efficient and productive. Engaging with Benefits Guide has been a game-changer for our agency - it's the best business decision we've made! The only thing better than Benefits Guide itself, is the support we receive from EVERY team member. From implementation to day-to-day ongoing service, it's been a 5 star experience.

Changed my entire business experience

Our agency has been using BenefitsGuide for 10 years; we just migrated to the new version and I love it. Now all the Benefit Policies are in one place, so it is easier than ever to create benefit booklets and build reports. My renewals have never been more organized thanks to the new custom workflows. I also using the AppExchange to add other apps that make BenefitsGuide even more powerful and easier for me to use. I highly recommend BG, I have reviewed others in this space and find this one to be above all others.

Best agency management system for employee benefits

BenefitsGuide is unequivocally the best agency management system for employee benefits brokerages. I feel like I can say that with some conviction given that I did a pretty robust search before settling on them. We now have one integrated system that works seamlessly for both our service and sales teams. From reporting capabilities to prospecting functionality and a ticketing system, BenefitsGuide is everything that we need from an AMS and I'm confident in their ability to scale with us as we continue to grow. Additionally, I'd like to commend Craig Allen - their "Chief Enthusiasm Officer" - who has been excellent to work with. I know that I'm a pretty demanding customer, but Craig has been diligent, responsive and patient with me and all my requests over the past several months. That's all you can ask for when it comes to great service!

Next Level CRM

Our firm had been extremely loyal to (EZ-DATA) CDS for ever... When exposed to Benefit Guide we saw a workflow process like no other designed specifically for a benefit agency. From adoption to customization, Jason and his team have been invaluable to our firm. If you demo you will adopt, period. Salesforce + the Benefit Guide version = growth and a competitive edge. HIGHLY RECOMMEND!!!

Awesome System and Enthusiast Team!!

Our transition from Microsoft CRM to BenefitsGuide has been a remarkably smooth and quick implementation. The BenefitsGuide team has been very responsive and helpful allowing us to customize anything we wanted. BenefitsGuide just makes sense! It houses and organizes a massive amount of information in an easy to locate and use fashion. The ability to track and remind us of upcoming tasks will ensure that opportunities and to do items are addressed on time. The training videos are awesome, and the instructions are easy to follow and informative. I noticed on the website that Craig is the Vice President of Enthusiasm and that best sums up our experience with the BenefitsGuide group! You guys rock and BenefitsGuide allows me to continue Living the Dream, Selling Insurance! Tony Maffeo

Fantastic System and Support!

Before implementing Benefits Guide, our organization was using multiple systems to manage renewals, new business and commissions. Although our old process was workable, we found it time confusing and difficult to understand for new hires. By transitioning to Benefits Guide we were able to consolidate to a single platform- providing our company with greatly improved operational efficiencies and reporting. We also now have a unified system that can track every communication from every client or prospect regardless of their size or complexity. The team from Benefits Guide was great to work with before, during and most importantly after the implementation to make sure the system was customized to our business and our team! Their entire team is very responsive and helpful.