---
title: BASIC Guru Reviews
meta_title: 'BASIC Guru Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how BASIC Guru works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---


# BASIC Guru Reviews
**Vendor:** BASIC  
**Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)  
**Total Reviews:** 1
## About BASIC Guru
Agency management, employer/employee benefit portals, customizable agency e-mail marketing tools.




## BASIC Guru Reviews
  ### 1. The next level from BASIC

**Rating:** 3.0/5.0 stars

**Reviewed by:** Phil R. | Employee Benefits Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 02, 2019

**What do you like best about BASIC Guru?**

I have been a business associate/broker with BASIC for many years. This next level takes their service platform to new heights.

**What do you dislike about BASIC Guru?**

Sometimes having difficulty to resell their services with added fees. Presently offering to our clientele on a complimentary basis.

**Recommendations to others considering BASIC Guru:**

Be sure to get a regional account executive who is responsive and timely with responses. My experience has been outstanding.

**What problems is BASIC Guru solving and how is that benefiting you?**

Full service and turn key services for many HR functions and, third party administration for HSA, HRA, FSA and COBRA. Our clients enjoy their working relationship with BASIC and appreciate our recommendation.


## BASIC Guru Discussions
  - [What is BASIC Guru used for?](https://www.g2.com/discussions/what-is-basic-guru-used-for)

- [View BASIC Guru pricing details and edition comparison](https://www.g2.com/products/basic-guru/reviews?filters%5Bnps_score%5D%5B%5D=3&section=pricing&secure%5Bexpires_at%5D=2026-08-09+08%3A13%3A12+-0500&secure%5Bsession_id%5D=098943dd-1a7a-4b9f-82b3-bab455102459&secure%5Btoken%5D=1be0d9eaa02abbeecefbfd3cac6fb8cc2f7a994777e0d414ccd5a6559429e7b3&format=llm_user)

## BASIC Guru Features
**Administration**
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Statistics
- Payment Processing
- Email Integration
- Task Management
- Third-Party Integrations
- Accounting Integration
- Alerts/Notifications
- Calendar Management
- Pipeline Management
- Commission Management
- Email Management
- User Management
- Forms Management
- Invoice Management
- Workflow Management
- Document Management
- Contact Database

**Insurance Documentation**
- Claims Management
- Insurance Policy Management
- Invoicing & Receipts
- Electronic Signatures
- Client Management
- Lead Management

**Additional Functionality**
- Client Portal
- Access Controls/Permissions
- AI Copilot
- Audit Trail
- Search/Filter
- Commission Calculations
- Insurance Rating
- Activity Tracking
- API
- Customizable Templates
- Customizable Branding
- Document Storage
- Property & Casualty
- Configurable Workflow
- Life & Health
- Monitoring
- Status Tracking
- Customizable Forms
- Generative AI
- Document Templates
- Self Service Portal
- Reminders
- Customizable Reports
- SSL Security
- Customizable Fields
- Referral Tracking
- Quotes/Estimates
- Risk Assessment
- Email Marketing

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