Marketplace

Bidirectional Salesforce Integration for Employee Navigator

Stop typing the same data twice.

If you use both Employee Navigator and Salesforce, you know the pain. Your team enters client information, census data, and policy details into Employee Navigator. Then they type it all over again into your CRM or agency management system. It wastes hours. Mistakes happen. Nobody trusts the data.

BenefitsGuide built the first bidirectional AMS integration between Employee Navigator and Salesforce—developed hand-in-hand with Employee Navigator's engineering team. As Employee Navigator CEO George Reese said, "We couldn't be more excited to launch our first AMS integration."

Here's what changes for your agency:
- Push or pull data — Sync accounts, census information, dependents, policies, rates, and employee elections in either direction.
- Reduce setup time by 90% — What used to take an hour or more now takes five minutes.
- Works with any Salesforce org — Already have a custom Salesforce setup? Great. The integration installs into your existing environment. We'll map the data to fit your configuration.
- Update on demand — No batch processing. No waiting until tomorrow. Data flows on demand.

Once your enrollment data lives in Salesforce, you can do more with it: generate benefit booklets with one click, run cross-selling reports, automate renewal workflows, and track commissions—all in one place.

BenefitsGuide has been building insurance broker tools on Salesforce for nearly 20 years. We know what works.

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