CRM Solutions for Benefits Brokers: 4 Essentials to Consider
Employee benefits brokers need a CRM system that is tailored to their unique needs. When evaluating CRM solutions, brokers should consider four essentials: choosing a CRM that works with the Microsoft software they already use, selecting a flexible CRM platform that can be customized to their industry and workflow, opting for a CRM provider that is built to last and offers long-term support, and finding a CRM partner who understands the industry and can provide implementation support. ForgeXRM BenefitsBridge, a CRM solution designed specifically for health insurance agencies, is a highly customizable CRM that integrates with Microsoft Dynamics 365 and the Microsoft Power Platform. It helps manage clients, policies, plan rates, renewals, commissions, leads, insurance carriers, and internal productivity.
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