Articles By: Ryan Plourde, Crowe

How Insurance Agencies Can Simplify Commission Calculation From Multiple Carriers

Insurance agency owners need to pay their producers. At the end of the day, the carrier reconciliation process determines how much and when the producer, or salesperson, will get paid. The agency needs to stay on top of it to make sure all the money that was set to be paid has been collected so …

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How to Simplify Commission Calculation for Insurance Benefits Brokers in Microsoft Dynamics 365

Commission calculation for benefits brokers can be complex. You work with multiple insurance carriers and each of them pays a commission. The payment is then split between the agency and the producer. But then it starts to get interesting and oftentimes unmanageable. The amount paid and the split percentage can be based on many variables …

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Microsoft Dynamics 365 Provides Insurance Brokers Big Benefits

I think we can all agree that the advantages of using customer relationship management software are numerous and widely acknowledged. However, what is not so openly talked about is that selecting the right system can be a source of frustration for many insurance agencies and brokers. Off-the-shelf software doesn’t provide all the functionality an insurance …

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Employee Benefits Brokers: What You Should Expect From a CRM Solution

Are you an employee benefits broker? Are you fed up with generic CRM systems and wish you could find one designed for your specialized needs? The good news is that even with so many CRM solutions on the market, with the right parameters in mind, you can find one custom fit to your industry and …

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Infographic Shows The Excitement Around Microsoft Dynamics 365 + Microsoft Teams

At Microsoft’s recent Inspire event, there was a lot of excitement around Microsoft Teams. “Collaboration” was a common theme throughout a lot of the presentation, and all signs point back toward Teams as the platform to facilitate that. Microsoft has made it clear that it wants to establish Teams as the center of the desktop …

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Why Digital Transformation Is Much More than a Single Technology or Trend

What is digital transformation? It's so much more than just a single technology, more than a catchphrase or a trend. It is your journey from siloed to connected, from analog to digital. The destination takes you from uncertainty and inefficiency to determination and growth. Digital transformation is leveraging advanced technologies thoughtfully to optimize operations. Your …

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4 Ways a Bank Can Use CRM as a Sales Tool

The right CRM system for your bank should allow you to see a complete view of the customer across all departments. This could include bank, residential mortgage, commercial, and wealth management relationships. While a CRM system is great at giving you quick access to data and analytics, it can also be used to drive sales. …

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Crowe Banking Industry Expert Tom Grottke Shares Valuable Insights in Three-Part Interview Series

The Crowe CRM team is dedicated to helping businesses streamline operations and improve performance, and in recent months we have put a special focus on CRM technology for the banking industry. I had the chance to sit down with Tom Grottke, my colleague here at Crowe, to help me gain greater insight into this sector …

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Three Market Trends Creating a Perfect Storm Around Digital Transformation

I feel three important and influential trends driving digital transformation for businesses across all industries are customer engagement, process automation and analytics. These aren’t new trends by any means, but I feel like the business environment, the technology and the business wherewithal to adopt new technology is coming together at the right time.  These trends …

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How Dynamics 365 Can Help Your Reps Become Super Sellers

Your sales reps want to sell. Plain and simple. So, you need to provide them with the tools they need to be successful. It will keep them productive and happy, and it will benefit your business. Without the right technology and processes, your team will have great difficulty meeting the hurdles of selling in a …

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