Bringing Salesforce to Agents and Brokers

Connecting technology with employee benefits administration

Your company 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, service is our focus

Self-service capabilities for your clients

Accounting

Post payments, track unpaid commissions and reconcile against bank statements.

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.

Recent Blog Posts

HIPPA Compliance and Security

Salesforce maintains a comprehensive list of compliance certifications including but not limited to HIPAA certification. This link takes you to the compliance website for Salesforce. https://trust.salesforce.com/en/compliance/ In addition, Salesforce Shield allows for...

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Contact Us

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Address: 2770 Dagny Way, Ste 204, Lafayette, CO 80026

Phone: 303-443-1770

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