BenefitsGuide

Apps by BenefitsGuide

4 apps

4 plugins

Automates employee benefits brokerage work in Salesforce Platform, from commission processing and renewals to data exchange and guide creation.

Import Form 5500 business data, contacts, filings, and schedules into Salesforce for benefits and retirement prospecting.

Creates employee benefits compliance documents from Salesforce Platform Account data.

Syncs group, employee census, policy, and enrollment data between Ease and Salesforce Platform.