Marketplace

The Agency Management System Built for Employee Benefits Brokers

If you use Employee Navigator, you know how to run benefits enrollment. But what about everything else—commissions, renewals, client service requests, team coordination? That data probably lives in five different places. Your team logs into multiple systems daily. Things fall through the cracks.

BenefitsGuide changes that.

One Platform. Your Entire Business.

BenefitsGuide is an agency management system built on Salesforce—designed specifically for employee benefits brokers. Clients, policies, renewals, tasks, tickets, and commissions all live in one place.

Insurance-Built Project Management

Generic tools don't understand that a "project" is a renewal and a "milestone" is a decision deadline. BenefitsGuide does. The system automatically creates renewal projects with all milestones and tasks built in.

Mobile App That Actually Works

Respond to tickets. Complete tasks. Check renewal status. Manage your agency from your phone—not a watered-down version, but the real system.

Commission Tracking That Runs Itself

Manual commission work eats 20-30 hours monthly. Our Carrier Connect integration logs into carrier portals overnight, downloads statements, and maps data automatically.

Employee Navigator Integration

BenefitsGuide offers a bidirectional integration with Employee Navigator. Push or pull accounts, census data, policies, rates, and elections between platforms. No more typing information twice.

Employee Navigator CEO George Reese: "We couldn't be more excited to launch our first AMS integration."

See It In Action

Watch a short recorded demo and schedule a demonstration: https://www.benefitsguide.com/employee-navigator-demo-video-and-calendar