BenefitsGuide + Intellistack

BenefitsGuide CRM + Forms for Salesforce

BenefitsGuide works seamlessly with Formstack's leading forms, document automation, and digital signature solutions. Together, this provides insurance agencies a single source for managing the end-to-end processes, including creating signature-ready enrollment forms.

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Integration Overview

Empower benefits brokers and insurance agencies to deliver a streamlined, paperless client experience with Formstack and BenefitsGuide. This partnership combines Formstack’s powerful forms, document generation, and eSignature tools with BenefitsGuide’s Salesforce-native CRM built specifically for group benefits agencies.

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Partner Overview

BenefitsGuide is the Salesforce Platform pre-customized as an Insurance Agency Management System with high impact features like instant benefit booklets, drag and drop census updates, renewal workflow automation.

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Use the integration to:

Brokers can launch branded intake forms pre-filled with employer group and contact data from BenefitsGuide. Clients complete them digitally—capturing everything from employee counts to plan selections—and all responses sync instantly back into the AMS, reducing back-and-forth and manual data entry.

Automate benefits documentation at scale
Accelerate renewals with smart data collection
Reduce risk with audit ready digital workflows

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What You Need

An active BenefitsGuide CRM environment and an administrator is required to install the Forms for Salesforce package.

Full setup guide is found here.

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How It Works

Formstack and BenefitsGuide work smoothly because both are built on the Salesforce platform. There are no external systems or complex connections — everything runs natively within Salesforce.

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Find Out More

BenefitsGuide works seamlessly with Formstack's leading forms, document automation, and digital signature solutions. Together, this provides insurance agencies a single source for managing the end-to-end processes, including creating signature-ready enrollment forms.

Combining the power of BenefitsGuide and Formstack Documents, provides insurance agencies a single source for managing the end-to-end processes, including generating benefit booklets, compliance documents and more.

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Integration Overview

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Partner Overview

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Use the integration to:

Make it easy to create personalized, compliant, and beautifully branded documents such as benefits booklets—all without leaving BenefitsGuide.

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Auto-generate benefits booklets from live CRM data
Simplify SPD, SBC and compliance doc creation
Scales renewal season with ready to use teampltes

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What You Need

An active BenefitsGuide environment and an administrator is required to install Formstack's Documents for Salesforce package.

Full setup guide is found here.

‍

How It Works

Formstack and BenefitsGuide work smoothly because both are built on the Salesforce platform. There are no external systems or complex connections — everything runs natively within Salesforce.

‍

Find Out More

BenefitsGuide works seamlessly with Formstack's leading forms, document automation, and digital signature solutions. Together, this provides insurance agencies a single source for managing the end-to-end processes, including creating signature-ready enrollment forms.

Request a Demo

Integration Overview

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Try It Free

Partner Overview

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Use the integration to:

Send, sign, and store important benefits documents—without envelope limits, manual steps, or leaving BenefitsGuide. No need to chase down PDFs or manually upload final versions with a secure, compliant signing experience that works seamlessly alongside BenefitsGuide.

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Send documents for siganture in seconds
No envelope limits, no surprise
Automatically sync signed documents back to BenefitsGuide

What You Need

How It Works

Formstack and BenefitsGuide work smoothly because both are built on the Salesforce platform. There are no external systems or complex connections — everything runs natively within Salesforce.

Find Out More

BenefitsGuide + Forms for Salesforce

Forms

Documents

Sign

BenefitsGuide CRM + Forms for Salesforce

Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

BenefitsGuide works seamlessly with Formstack's leading forms, document automation, and digital signature solutions. Together, this provides insurance agencies a single source for managing the end-to-end processes, including creating signature-ready enrollment forms.

Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

BenefitsGuide works seamlessly with Formstack's leading forms, document automation, and digital signature solutions. Together, this provides insurance agencies a single source for managing the end-to-end processes, including creating signature-ready enrollment forms.

Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works