Insurance agencies and brokers manage a multitude of complex relationships through their normal course of business – and it’s these many moving parts that require a higher level of organization necessary to increase production, reduce administrative tasks, and streamline agency operations.
that broker employee benefits solutions; including group benefits, health, individual life and financial services.
Here are some of the benefits our customers have realized by adopting Microsoft Dynamics CRM
Leverage the Power of the Platform
- Improve operational efficiency and simplify cross-team collaboration by managing information around the relationships that matter most to your insurance agency - in one, familiar and intuitive system.
- Leverage existing investments in technology and education with tight integration of Microsoft Outlook, Word, Excel and SharePoint.
- Embed and support insurance specific workflows to promote the behavior you want your brokers to follow and eliminate time-consuming administrative tasks.
- Easily access Microsoft Dynamics CRM from within Microsoft Outlook or any internet connection
Robust Policy Management
- Quickly view policy information from a global or client perspective with intuitive drill-down capabilities.
- Effectively manage policy rates and carrier plan information; and easily copy policy and rate information from one year to the next
- Capture insurance rate plan templates and contribution amounts across each client and policy coverage type
Streamline Client Interactions
- One-button export of carrier plans to Microsoft Excel for quick plan comparisons and RFP creation
- Complete view of Leads, Prospects, Clients and Carriers including all future and past interactions across every agency touch point
- Effectively manage support cases by issue category, policy, client, carrier, producer or contact for a real-time global view of all service issues.
- Gain visibility into client specific support so you can clearly quantify and articulate the value your agency provides for each client.
- Track and store electronic documents for consistent and logical record management and retrieval
Improve Sales Effectiveness
- Identify new clients and up-sell, cross-sell value to existing clients
- Develop appropriate, targeted marketing campaigns to high-value clients
- Dashboards and on-demand reporting for agent and broker productivity, new business pipeline, customer loyalty and year-to-date commissions vs. expected sales goals
Commission Tracking
- Easily manage your incoming carrier commissions and outgoing producer commission payments in one system
- Manage commissions from a global perspective or drill down into the policy, carrier, or producer split details.
- Import monthly carrier statements for quick reconciliation of expected commission payments
- On-demand reports provide visibility into actual vs. expected commissions, producer commissions, commissions by carrier, or commissions by client
Microsoft Dynamics CRM is flexible, easy-to-use, and currently has over one million users adopting it as their CRM platform. AbleBridge has leveraged this powerful platform to help many insurance brokers better manage the relationships, workflows and business needs most important for their insurance agency.
Feel free to to learn more or request additional information.
