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Benefits Brokers Are Transforming Their Businesses
HR Technology Advisors has taken 2 of the most recognized CRM products in the U.S. for the small-to-mid market and adapted them to fit the business needs and workflows of the Employee Benefits Brokerage industry. In addition to the rich, core functionality, these systems now allows Brokers to manage policies, track prospects by current plan data, manage customer service with a customer portal, and manage renewals with tools that track carrier quotes and coverage, build proposals and manage the RFP process.
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