Employee benefits agencies handle countless client interactions between renewals, from coverage questions and carrier follow-ups to plan changes, document requests and service issues. But if that activity is scattered across […]
Employee benefits agencies can improve CRM adoption by reducing extra data entry, connecting CRM with applications employees already use, and making it easier to capture client activity as part of […]
Employee benefits brokers need a CRM that integrates with Outlook because so much of the client relationship already happens through email. When Outlook and CRM work together, client communications can […]
Employee benefits brokers can improve renewal tracking by creating one reliable place to track renewal status, plan information, carrier updates, deadlines, and client details as the work happens. As an […]
