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BenefitsGuide: CXC Compliance

By BenefitsGuide

Benefits Compliance. Simplified.

Starting at $25   USD/company/month
Try It
Business Need
Finance

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.

Highlights

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.

Provider Details

BenefitsGuide
Woodbury, NY USA
Founded
2009
Website
Email
Phone
1.646.461.3000

Originally built on the Enterprise Edition of Salesforce CRM to run a group insurance brokerage in New York City, Hillcrest was spun off as a separate company in February 2009 and the BenefitsGuide application was released in October 2009. BenefitsGuide’s agency management system is used by leading growing brokerages and general agents in the employee benefits broker vertical with as few as 1 broker user to 100 broker users and more.

Pricing Details

CXC Solutions typically sell their services per document or per filing; ranging from about $50 to $3,000 per transaction. CXC Solutions does not have a subscription model; they are a pay per use service.

Default Plan

$25 USD/company/month

Lowest Starting Price

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