BenefitsGuide
CXC Compliance
By BenefitsGuideFinance
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $25 per company per month
- Listed since
- 2021
About BenefitsGuide
Benefits Compliance. Simplified.
Specifically designed for the insurance broker, this app allows you to Create ERISA Wraps/SPDs, Sec 125 Cafeteria Plan documents, Form 5500s and Federal Notices for any client.
During installation you complete a mapping spreadsheet to relate your Salesforce data with our data model.
Then click the CXC Compliance button from the Account record, select the type of compliance document (ERISA Wrap, Sec 125 Cafeteria Plan Document, Form 5500 or Federal Notices) you wish to create, review the form that was prefilled using your data. Complete any required data that is missing and Submit to CXC for processing.
CXC Solutions is the leading provider of Benefits Compliance Solutions and currently works with over 200 benefits professionals helping their 15,000+ employers stay compliant with IRS, DOL and HIPAA regulations.
Highlights
- Tired of collecting compliance information from multiple sources and filling out intake forms for multiple vendors? We have the “Easy” button to eliminate the effort of redundant data entry and the errors associated with it.
- Use the data already in your instance of Salesforce to automatically pre-populate the intake form. Then take your time to review, edit or update any missing information. When you are ready, simply click a button to create the compliance document.
- All the compliance documents generated through BenefitsGuide: CXC Compliance are created using templates and methodology reviewed by leading employee benefits attorneys.
Screenshots
Image 1 of 10
Pricing
Paid, from $25 per company per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $25 per company | Monthly |
CXC Solutions typically sell their services per document or per filing; ranging from about $50 to $3,000 per transaction. CXC Solutions does not have a subscription model; they are a pay per use service.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on April 8, 2021
- Languages
- English
More Finance apps
The most reviewed Finance apps on the AppExchange, to compare before you choose.