Posts Tagged ‘Massachusetts Mic’

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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