Posts Tagged ‘Crowe BenefitsBridge for Microsoft Dynamics 365’

Crowe's Logo 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. […]

Crowe's Logo 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 […]

Crowe's Logo 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 […]

 

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