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
- an inflexible out-of-the-box brokerage system or
- a custom-designed software developed specifically for your company and sporting a hefty price tag.
Prepare to be pleasantly surprised.
At ForgeXRM, now part of ForgeXRM, 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 tailored to 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.
CRM for Health Insurance Brokers (BenefitsBridge)
Built on and the , ForgeXRM’s CRM for Health Insurance Brokers (BenefitsBridge) gives health insurance brokers a powerful, flexible agency management solution to streamline operations, enhance client experiences, and increase retention.
From automated workflows and real-time reporting to deep CRM functionality, , commission tracking, ongoing client service, and more - all within a secure, scalable Microsoft environment, fully integrated with the productivity tools your team already knows.
. We’d love to connect and learn more about your agency’s goals and explore how can support your agency’s needs.
By Ryan Plourde, ForgeXRM,
