BenefitsGuide announced its integration with Zywave’s Broker Briefcase® Benefits Edition sales and marketing software tool, creating a single point of data entry for an insurance agency’s customer relationship management and marketing automation.

WOODBURY, NY, September 23, 2019 /24-7PressRelease/ — BenefitsGuide today announced its integration with Zywave’s Broker Briefcase® Benefits Edition sales and marketing software tool, creating a single point of data entry for an insurance agency’s customer relationship management and marketing automation needs.

Now, with simply a click of the ‘Sync with Zywave’ button, users of the combined solution are able to create and update “Account” and “Contact” records in Broker Briefcase using their account data from BenefitsGuide.

“We are pleased to partner with Zywave, adding another best-of-breed insurance technology application to our expanding list of BenefitsGuide integration partners,” said Jason Silverman, Founder and Chief Evangelist of BenefitsGuide. “Not only will the new partnership with Zywave help save our customers time and money by eliminating redundant data entry and reducing errors, but it will also help improve employee morale and productivity.”

BenefitsGuide is the Salesforce Platform Pre-Customized as an Agency Management System for Insurance Brokers, General Agents and Insurance Carriers.

Zywave’s Broker Briefcase features a proprietary content library covering an array of the industry’s hottest topics, such as compliance issues, cost-containment practices, and risk mitigation, as well as serves as a trackable, client-facing content delivery solution.

The announcement demonstrates the growing importance of data integration between solution providers to better serve clients and help improve their business efficiency.

About Zywave

Zywave leads the insurance tech industry with the most expansive portfolio of sales management and client delivery solutions available. Through its deep expertise and unparalleled content offering, Zywave provides partners with solutions that deliver business efficiency, effectiveness and insights. More than 5,300 brokerages worldwide—including 97 of the top 100 U.S. insurance firms—use Zywave solutions to enhance client services, achieve organic growth, and promote greater health, wellness and safety. Additional information can be found at www.zywave.com.

About Hillcrest Business Systems

Hillcrest Business Systems has been a Salesforce OEM partner since 2009. BenefitsGuide Insurance CRM, the flagship product, was originally built on the Enterprise Edition of Salesforce CRM to run a group insurance brokerage in New York City. Then in February of 2009 Hillcrest Business Systems was spun off as a separate company and the BenefitsGuide application was released in October that same year. BenefitsGuide is used by top brokerages, general agents and carriers in the employee benefits vertical. For more information about this integration visit click here or visit www.benefitsguide.com.


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