Videos tagged 'AgencyBloc'

  • 02:51 BenefitsGuide - 3x3x3 Challenge with Jason Silverman

    BenefitsGuide - 3x3x3 Challenge with Jason Silverman

    August 12, 2022

    BenefitsGuide is the Salesforce Platform pre-customized as an Insurance Agency Management System (AMS) with all the CRM features and functions you need to run your insurance broker business with over 20 5-Star reviews on the Salesforce AppExchange. Transcription: What is BenefitsGuide? Benefit...

  • 02:26 Plansight - 3x3x3 Challenge with Steve Overton

    Plansight - 3x3x3 Challenge with Steve Overton

    August 12, 2022

    Plansight is a platform that allows brokers and carriers to collaborate and better manage the RFP process from start to finish. Transcription: What is Plansight? Plansight is a technology company. We have a web-based platform for the benefits industry. Plansight is really a lot of things. It's...