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Ryan Plourde, Crowe Horwath

Employee Benefits Brokers: The Right Tools Get the Job Done in Dynamics CRM

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It is unrealistic to think there could be one, out-of-the-box CRM system that covers all the bases for all businesses.

CRM (Customer Relationship Management) solutions are invaluable for many types of businesses. But businesses vary in many ways. Selecting a CRM system can be a source of frustration for certain businesses whose methods and terminology are too specific for an off-the-shelf CRM solution. Employee benefits brokers are a prime example of such a business.

If you are an employee benefits broker, you may think that your only options are either

  1. an inflexible out-of- the- box brokerage system or
  2. a custom designed software developed specifically for your company and sporting a hefty price tag.

Prepare to be pleasantly surprised.

At AbleBridge, now part of Crowe Horwath, we are specialists in Microsoft Dynamics CRM, now part of Microsoft Dynamics 365, implementations. We have developed a CRM add-on designed specifically for employee benefits brokers. And we’ve published a white paper to explain how it can help you organize and keep on top of your growing business.

Download the free whitepaper: CRM Software Optimized for Employee Benefits Brokers.

Our employee benefits broker solution, BenefitsBridge, is a highly flexible cutting-edge agency management solution tailor made for the benefits broker industry. Its interface is broadly based on Microsoft Dynamics CRM and Microsoft Office, so users will find it familiar, easy to use and requiring minimal training. By leveraging the extensive power of the core Microsoft Dynamics CRM system, this integrated benefits broker software provides clear, linked visibility across an agency’s sales, marketing and support operations.

We believe that businesses maintain their competitive edge by providing employees with the software tools they need to best accomplish their objectives. A software solution that integrates with their known practices and takes care of details particular to their field is sure to spur them to greater productivity and creativity.

Optimize the power of Microsoft Dynamics CRM with the BenefitsBridge add-on and give your employee benefits broker business the tools it needs to get the job done.

Download the free whitepaper: CRM Software Optimized for Employee Benefits Brokers.

Contact us at 877-600-2253 or www.crowecrm.com

By AbleBridge, Microsoft Dynamics CRM Gold Partner, now a Crowe Horwath company. www.crowecrm.com

Follow us on Twitter: @CroweCRM

 

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