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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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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