As an employee benefits broker, have you searched without success for a CRM software solution that fits all of your needs?
Have you found that the programs out there are inadequate to satisfy your business' unique methods, special terminology and responsibilities?
- Most out of the box systems cannot measure up because they are designed for typical businesses, and your field is not typical.
- Relying on Excel or Access doesn't work well because they are not sufficiently integrated, requiring too much error-prone re-entry of data.
- Solutions developed specifically for your company are prohibitively expensive.
- Stand-alone systems are just that—not connected to the rest of your business, and they usually have very high learning curves.
Integrated CRM solutions that have an adaptable platform can work because they can be customized to almost any business. However, unless the vendor really knows the benefits broker business, a successful customization and implementation of the CRM system will require a learning curve for the vendor and extensive time and consultation with your team.
Would you prefer a CRM solution that is already customized for employee benefits brokers' special needs by those who already thoroughly understand your business?
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By AbleBridge, Microsoft Dynamics CRM partner serving the insurance industry,