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

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...

read more

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...

read more

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...

read more

Contact Us

More Info

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

Phone: 303-443-1770

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