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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 
Ryan Plourde, Crowe Horwath

CRM Software Optimized for Employee Benefits Brokers

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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? Contact AbleBridge.

Download the white paper “CRM Software Optimized for Employee Benefits Brokers” to find out how you can have CRM software optimized for employee benefits brokers.

Watch BenefitsBridge overview video here.

Powered by Microsoft Dynamics CRM, AbleBridge provides an integrated agency management solution designed specifically for insurance agencies that broker employee benefits solutions, including group benefits, health, individual life and financial services.

Find out more about Microsoft Dynamics CRM BenefitsBridge Add on for Insurance Industry

By AbleBridge, Microsoft Dynamics CRM partner serving the insurance industry, www.AbleBridge.com

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