Bringing Salesforce to Agents and Brokers

Connecting technology with employee benefits administration.

Your Agency will never be the same!

Built for a broker, by a broker

Reduce redundant data entry and errors

Streamline the renewal process in one integrated system

Not just a sales tool, integrate sales with service

Self-service capabilities for your clients

Market Proposals

Generate market proposals for clients within Salesforce!

Benefits at a Glance

Produce error free benefits booklets with a click of a button.

Client Communities

Give your clients access to self-service tools and resources.

Accounting

Post payments, track commissions and reconcile against bank statements.

Recent Blog Posts

Attach Files to Records

Attaching files to records is a powerful way to collaborate and stay organized in Salesforce. You keep information on an opportunity, account, or case right where you need it. Share relevant documents with anyone with access to the record. REQUIRED EDITIONS AND USER...

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Multi-Layered Secure Delegation System

Introducing Role Hierarchies The first way that we can share access to records is by defining a role hierarchy. Similar to an org chart, a role hierarchy represents a level of data access that a user or group of users needs. Users assigned to...

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Two-Factor Authentication Log In Requirements

Set Two-Factor Authentication Login Requirements As a Salesforce admin, you can require your users to use a second factor of authentication when they log in. REQUIRED EDITIONS AND USER PERMISSIONS Available in: both Salesforce Classic (not available in all orgs) and...

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Address: 1120 W. South Boulder Road, Ste 101-M, Lafayette, CO 80026

Phone: 916-662-0648

Business Hours: 8 am-5:00 pm (MST) M-F