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BenefitsGuide: Global Ease Integration
Eliminate redundant data entry when you sync Ease and Salesforce
$50 USD/user/month
- Requires
- Sales CloudService Cloud
- Compatible With
- Sales CloudService Cloud
Eliminate redundant data entry by using data from within Salesforce to create groups in Ease with just a few clicks OR push that same data from Ease to Salesforce. Then elections made in Ease will update your instance of Salesforce, a 360 integration.
Highlights
Reduce the amount of time required to create a group in Ease by 90%
without any redundant data entry, you can now load ALL of your groups into Ease OR you can push the existing information on all your groups in Ease to Salesforce
Elections made in Ease can be automatically created in Salesforce as Member Transactions related to the correct Contact and Policy records
Provider Details
BenefitsGuide
Woodbury, NY USA
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
$50 per user per month
Default Plan
$50 USD/user/month