Create unique market proposals for prospects and renew your existing business all within Salesforce!
Increase sales! Improve your client retention!
Provide your clients with an employee benefits booklet with a click of a button!
Fully customized branding for your clients logo. Auto populates client’s eligibility, waiting period, carrier and plan designs.
Take down the iron curtain. Your very own client self-service web portal! You control the client’s visibility of fields, forms and contracts.
Clients can submit service requests, view market proposals, policy contracts and employee data.
Never miss another hard earned commission! No more double entry or cumbersome spreadsheets.
Track commissions, pull missing commissions reports and easily reconcile your books each month!