Employee Navigator Launches Integration with any instance of Salesforce for Agency Management with BenefitsGuide

Employee Navigator is excited to announce its first Agency Management integration with BenefitsGuide, the leading provider of employee benefits focused insurance solutions on the Salesforce platform. This integration marks an important milestone for both companies and for the brokers who rely on Employee Navigator and BenefitsGuide to manage their growing books of business efficiently.

With the Employee Navigator and Salesforce integration, brokers can eliminate redundant data entry, improve accuracy across systems, and gain a complete, real-time view of their clients across both platforms.

Key Benefits

• Easy Setup: Easily connect your entire book of business between your Salesforce instance and Employee Navigator.
• Bidirectional Data Sync: Sync accounts, census data, dependents, policies, benefit details, rates, and employee elections between both platforms.
• Instant Document Generation: Create custom Benefit Booklets and other custom documents with a click.
• Powerful Reporting & Revenue Growth: Salesforce reporting and dashboard analytics across your entire book of business, with complete member transaction history. Analyze trends, identify cross-selling opportunities, and uncover gaps in coverage without switching between platforms.

Built for Any Broker Using Both Platforms

Whether you use BenefitsGuide’s pre-built insurance solutions on Salesforce or your own custom Salesforce configuration, this integration connects your Employee Navigator data with your Salesforce CRM.

“We made a commitment to our customers following the Ease acquisition to expand our integrations to include Agency Management systems, we couldn’t be more excited to launch our first AMS integration with more to come,” said George Reese, CEO of Employee Navigator. “Our team worked hard to build a secure, scalable, and standardized API integration designed specifically for AMS platforms. This first integration with BenefitsGuide is an important step forward as we continue to make it easier for brokers to manage their customers online.”

“We’re proud to be the first Agency Management System with a bi-directional integration with Employee Navigator,” said Jason Silverman, Founder and Chief Evangelist at BenefitsGuide. “This partnership represents a breakthrough for agencies that have been managing data across multiple disconnected systems. Our integration enables seamless two-way data flow—from group setup to enrollment details—eliminating duplicate data entry and giving brokers a unified view of their entire book of business. By connecting any instance of Salesforce with Employee Navigator’s powerful ben admin system, we’re delivering the seamless technology experience modern agencies need to scale efficiently and focus on what matters most: serving their clients and growing their business.”

Learn More

To see how the Employee Navigator and Salesforce integration can work with your agency, contact BenefitsGuide at sales@benefitsguide.com or visit.