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Crowe BenefitsBridge for Dynamics 365

Crowe CRM for Insurance Brokers

Product Verticals: Insurance
Business Processes: Customer Management, Customer Service, Lead Tracking, Project Management
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BenefitsBridge for Microsoft Dynamics 365 provides integrated agency management for employee benefits brokers.

Despite insurance brokers’ best efforts to keep clients satisfied, their busy schedules often prevent them from delivering a great client experience. The time that brokers spend tracking down information across their inbox, spreadsheets, shared drives, and paper files results in lost productivity and inefficiencies across the agency.

Crowe BenefitsBridge for Microsoft Dynamics® 365 is an easy-to-use agency management system integrated with the productivity tools that brokers already use – like Microsoft® Outlook, Excel, and Word. These familiar tools bring information related to sales, policy renewals, commissions, plan information, and customer service into one easily accessible place, helping insurance brokers focus on key imperatives that reduce operational costs, increase new business and improve customer loyalty.

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

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


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CRM Software Blog | Dynamics 365
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