Posts Tagged ‘Dynamics CRM for Employee Benefits Brokers’

Crowe's Logo 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 Cross Blue Shield, Tufts, etc...) based on the health plan the company needed. They were the middle man. And it was easy money. The broker …

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Crowe's Logo 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 billable to the client, but it helps build the relationship so you will retain their loyalty and earn more business. For example: It is open enrollment …

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Crowe's Logo 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 inadequate to satisfy your business' unique methods, special terminology and responsibilities? Most out of the box systems cannot measure up because they are designed for …

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