Solving the Nightmare of Commission Calculation for Benefit Brokers with Dynamics CRM
Insurance agencies know that commission calculations can be a nightmare. Especially if a broker discovers they were done incorrectly. Employee benefit brokers work with multiple insurance carriers and each of them pays commissions. The agency takes a cut and the producer, or broker, gets a cut. Each of the commission allocations are different based on …
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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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Customer Effective: Insurance - Mobility: Sales and Service in Motion
We spent some time with the Microsoft Insurance Vertical team and discussed some of the top technology trends in insurance and how Microsoft CRM (along with Customer Effective: Insurance) helps provide solutions. The following is 1 of 5 from the Top 5 Tecnology Trends list is from the Microsoft TechNet Vertical Blog. The solutions are …
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Employee Benefits Brokers are Innovating with Microsoft Dynamics CRM 2011
The political divide around healthcare legislation coming out of Washington, the never ending rise in healthcare costs, and the mandates around state sponsored health insurance exchanges creates some very unique challenges for Employee Benefits Brokers. Forward looking benefits brokers are innovating by investing in technology and processes that allow them to better manage their client …
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Customer Effective: Insurance Connects a Mobile Sales Team
The Microsoft Insurance Vertical Team recently identified the Top 5 Technology Trends on the TechNet Blog. One of trends discussed is mobility. Our team recently built some mobile solutions that allow insurance professionals to engage with their CRM system while on-the-go. Customer Effective: Insurance, is our xRM product that provides a comprehensive and collaborative platform for …
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Insurance Brokers are innovating with Microsoft Dynamics CRM
Insurance agencies and brokers manage a multitude of complex relationships through their normal course of business – and it’s these many moving parts that require a higher level of organization necessary to increase production, reduce administrative tasks, and streamline agency operations. Powered by Microsoft Dynamics CRM, AbleBridge provides an integrated agency management solution designed specifically …
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3 Powerful things AbleBridge did for Microsoft Dynamics CRM Customers in September
Implemented a project management solution in Microsoft Dynamics CRM for a Technology company needing a better way to manage their customer project lifecycle. Provided a 360 degree view into the relationships that make up a project in one single location. Project tasks aligned with project budget for instant visibility into budgeted vs. actual time …
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