BenefitsGuide and miEdge; eliminating redundant data entry and reducing the time required to identify high value high quality prospects
NEW YORK, NY, October 02, 2018 /24-7PressRelease/ — BenefitsGuide, the Insurance Agency Management System built entirely on the Salesforce Platform, announced integration with miEdge™, the premier provider of prospecting and data solutions. Insurance professionals can now access miEdge employee benefits prospecting data within the highly customized version of the Salesforce Platform specifically designed for the insurance vertical that is BenefitsGuide.
miEdge data is used to identify both group insurance and retirement planning opportunities that can then be synched with BenefitsGuide Insurance CRM; eliminating redundant data entry and keeping business intelligence data current and up to date.
Mary Weiss, Chief Marketing Officer, miEdge comments, “I am so excited that miEdge integrates with the BenefitsGuide CRM platform to bring our best in class prospecting solutions to insurance professionals who understand the value of an integrated agency management platform.”
Jason Silverman, Founder and Chief Evangelist of BenefitsGuide comments that “We are excited to partner with miEdge, adding another best-of-breed insurance technology service provider to our growing list of interconnected BenefitsGuide integration partners.
With the click of a button, users can now push data from miEdge to BenefitsGuide; eliminating redundant data entry and reducing the time required to identify high value high quality prospects.”
To learn more about miEdge integration with BenefitsGuide CRM visit
Utilizing miEdge Integration for focused Sales with Better Information
BenefitsGuide streamlines the process of selling and servicing group insurance and employee benefits from the perspective of an insurance broker, general agent, PEO and insurance carrier. The application improves renewal retention rates and sales close ratios while also reducing the time required to service existing business and providing real time visibility into all operations.
BenefitsGuide manages all the information about clients, prospects, carriers, vendors, and brokers, and all the work that your staff does in one centralized place. Take notes and set follow up tasks, sync emails and calendar events from Outlook or your mobile device, track and manage plan information for all your clients for all lines of coverage, manage a library of all the different products you sell: Member Transactions, RFP’s, Claims Advocacy work and more. More than just software, BenefitsGuide is a boutique service that takes each subscriber through business analysis, implementation, training and support. Visit BenefitsGuide to learn more.
miEdge™ is the premier provider of lead generation, data analytics and prospecting solutions specifically designed for insurance & financial service professionals. The innovative miEdge™ solution utilizes multiple data sources and applies proprietary business logic, along with algorithms, machine learning and data cleansing to provide unrivaled data intelligence in an easy to use intuitive interface. miEdge technology solutions include: employee benefits Health & Welfare, Property & Casualty, and Retirement/Financial Services prospecting. Visit www.miedge.biz to learn more.
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