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 […]

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 […]

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 […]

 

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