benefitsguide.com benefitsguide.com

BENEFITSGUIDE.COM

Insurance CRM built on the Salesforce Force.com Platform

BenefitsGuide is the Salesforce Force.com platform precustomized as an insurance agency management system for brokers, general agents, insurance carriers.

http://www.benefitsguide.com/

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CONTACTS AT BENEFITSGUIDE.COM

Silverman, Jason

5 Up●●●●Lane

Woo●●●ury , NY, 11797

US

1.64●●●●3000
1.21●●●●3557
ja●●●@benefitsguide.com

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Silverman, Jason

5 Up●●●●Lane

Woo●●●ury , NY, 11797

US

1.64●●●●3000
1.21●●●●3557
ja●●●@benefitsguide.com

View this contact

null

Silverman, Jason

5 Up●●●●Lane

Woo●●●ury , NY, 11797

US

1.64●●●●3000
1.21●●●●3557
ja●●●@benefitsguide.com

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Insurance CRM built on the Salesforce Force.com Platform | benefitsguide.com Reviews
<META>
DESCRIPTION
BenefitsGuide is the Salesforce Force.com platform precustomized as an insurance agency management system for brokers, general agents, insurance carriers.
<META>
KEYWORDS
1 about us
2 product overview
3 integrations
4 schedule your demonstration
5 blog
6 workflow automation
7 forcecom appexchange
8 rfp manager
9 salesforce1 mobile
10 ryan sullivan
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about us,product overview,integrations,schedule your demonstration,blog,workflow automation,forcecom appexchange,rfp manager,salesforce1 mobile,ryan sullivan,josh smith,bryan erdheim,member transactions,automated email solution,by smartbug media
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Insurance CRM built on the Salesforce Force.com Platform | benefitsguide.com Reviews

https://benefitsguide.com

BenefitsGuide is the Salesforce Force.com platform precustomized as an insurance agency management system for brokers, general agents, insurance carriers.

INTERNAL PAGES

benefitsguide.com benefitsguide.com
1

Marketing RFP's for Self Insured Groups on the Salesforce Platform

http://www.benefitsguide.com/blog/bid/358556/Marketing-RFP-s-for-Self-Insured-Groups-on-the-Salesforce-Platform

Marketing RFP's for Self Insured Groups on the Salesforce Platform. Marketing RFP's for Self Insured Groups on the Salesforce Platform. By Jason Silverman Fri, Dec 05, 2014 @ 06:53 PM Insurance Agency Management. How do you manage the information about each of your self-insured groups? Does your agency management system even have the ability to track your self-insured clients? While a single large group client can generate $20,000 or more of commissions each year,. For each RFP, a proposal from each carr...

2

Insurance CRM on the Salesforce Force.com Platform Pre-Customized for Health Insurance Brokers, Carriers, General Agents - BenefitsGuide

http://www.benefitsguide.com/products

Save Time, Make More Money. Use BenefitsGuide to manage all of the information about your clients and prospects and all the work that you do in one centralized place; prospects and clients, Accounts and Contacts, notes and follow up tasks, email and calendar, plan information for all lines of coverage, and a library of all the different Products you sell, Member Transactions, RFP, Claims Advocacy. Manage your entire business. Centralized Database For All Your Information and Tasks. Manage employees, chec...

3

Workflow Automation for the Large Group Insurance Broker

http://www.benefitsguide.com/blog/bid/338350/Workflow-Automation-for-the-Large-Group-Insurance-Broker

Workflow Automation for the Large Group Insurance Broker. Workflow Automation for the Large Group Insurance Broker. By Jason Silverman Wed, Mar 05, 2014 @ 02:47 PM Insurance Agency Management. One Amazing Feature Will Change Your Life. Workflow Automation and the RFP. The commissions behind each RFP are often worth more than $10,000 a year. If you could better manage this work, if management had real time visibility into the sales and renewal pipelines, you would:. Once the carrier proposals have been co...

4

Insurance Commission Tracking: Let Us Do It For You

http://www.benefitsguide.com/blog/insurance-commission-tracking-let-us-do-it-for-you

Insurance Commission Tracking: Let Us Do It For You. Insurance Commission Tracking: Let Us Do It For You. By Jason Silverman Tue, Apr 28, 2015 @ 04:20 PM Commissions. Accounting is not fun. All insurance brokers struggle with commission accounting. Insurance brokers are sales people who are most productive when they are out selling; not when they are tracking their commissions. It is a lot of work. At best, it’s a hassle. Let us do it for you, want to see how it works? Do You Do Your Own Taxes? However, ...

5

How To Calculate ROI? CRM For Insurance Agents

http://www.benefitsguide.com/blog/how-to-calculate-roi-crm-for-insurance-agents

How To Calculate ROI? CRM For Insurance Agents. How To Calculate ROI? CRM For Insurance Agents. By Jason Silverman Thu, Mar 12, 2015 @ 04:20 PM Return on Investment (ROI). If you are reading this, then you are probably an insurance broker looking to make an investment in your business; you might even be considering an upgrade to your agency management systems. How do you know which is best for you? Your current agency management system:. What are you doing with it? What are your pain points? Better integ...

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Colonial Life | Making benefits count - Home

1-to-1 Counseling Benefits Your Business. 1-to-1 Counseling Makes Your Benefits Count. Ldquo;Meeting 1-to-1 with my customers is the only way to truly understand their needs.”. Elana D'Arciprete, Alabama. One of our Benefits Guys. Ldquo;I'm not in the business of pushing products. I educate hardworking Americans on all their benefits.”. Lynne Carreiro, Florida. One of our Benefits Guys. Ldquo;Listening is the key to every successful 1-to-1 session.”. Bill Hill, Michigan. One of our Benefits Guys. A healt...

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