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BenefitsGuide: CXC Compliance

Benefits Compliance. Simplified.

Overview

Designed for insurance professionals. Create ERISA Wraps/SPDs, Sec 125 Cafeteria Plan documents, Form 5500s and Federal Notices by integrating your instance of Salesforce with CXC Solutions, the leading provider of Benefits Compliance solutions.

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See How BenefitsGuide: CXC Compliance Works

  • Tired of collecting compliance information from multiple sources and filling out intake forms for multiple vendors? We have the “Easy” button to eliminate the effort of redundant data entry and the errors associated with it.

  • Use the data already in your instance of Salesforce to automatically pre-populate the intake form. Then take your time to review, edit or update any missing information. When you are ready, simply click a button to create the compliance document.

  • All the compliance documents generated through BenefitsGuide: CXC Compliance are created using templates and methodology reviewed by leading employee benefits attorneys.

Specifically designed for the insurance broker, this app allows you to Create ERISA Wraps/SPDs, Sec 125 Cafeteria Plan documents, Form 5500s and Federal Notices for any client. During installation you complete a mapping spreadsheet to relate your Salesforce data with our data model. Then click the CXC Compliance button from the Account record, select the type of compliance document (ERISA Wrap, Sec 125 Cafeteria Plan Document, Form 5500 or Federal Notices) you wish to create, review the form that was prefilled using your data. Complete any required data that is missing and Submit to CXC for processing. CXC Solutions is the leading provider of Benefits Compliance Solutions and currently works with over 200 benefits professionals helping their 15,000+ employers stay compliant with IRS, DOL and HIPAA regulations.

Categories

Business Needs
Finance
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package

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