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 …
Posts Tagged ‘BenefitsBridge’
How Three Insurance Agencies Are Benefitting from Dynamics 365
Insurance companies have unique requirements. To increase your success with new technology systems you should work with a company that has proven experience with agencies like yours. Here are several …
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Employee Benefits Brokers: The Right Tools Get the Job Done in Dynamics CRM
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 …
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Why Employee Benefits Brokers Must Move Toward a Consumer Centric Model
To stay competitive, employee benefits brokers need to reinvent themselves. Employee benefits brokers traditionally worked with employers and basically presented proposals with prices from different insurance carriers (like Fallon, Blue …
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Solving the Nightmare of Commission Calculation for Benefit Brokers with Dynamics CRM
Insurance agencies know that commission calculations can be a nightmare. Especially if a broker discovers they were done incorrectly. Employee benefit brokers work with multiple insurance carriers and each of …
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How Insurance Employee Benefits Brokers Can Solidify Client Relationships with Microsoft Dynamics CRM
As an employee benefits broker, your time is always valuable but it is not always billable. Much of your time is likely spent doing “goodwill activities”: time that is not …
CRM Software Optimized for Employee Benefits Brokers
As an employee benefits broker, have you searched without success for a CRM software solution that fits all of your needs? Have you found that the programs out there are …
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