Benefits Brokerage Systems > Agency Management

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Thursday, February 23, 2012

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Agency Management Solutions

Benefits Brokerage Systems has taken 2 of the most recognized Agency Management solutions 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.

Microsoft Dynamics CRM 2011
Get the latest technology built specifically for employee benefits brokers and your clients, and forever change the way your agency and customers manage HR and benefits information.

Microsoft CRM allows principals and producers to track and manage policy data with easy to use tools. Search for customers and prospects by eligibility, renewal dates, carriers, and more. Receive automated policy renewal notices via email on your computer, cell phone or PDA. And keep all policy documents and notes organized.

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Sage SalesLogix
Sage SalesLogix is a powerful and secure CRM solution that offers a complete view of customer interactions across your departments and teams - providing the information and insights you need for better planning, managing, and forecasting.

In addition to the rich, core functionality, SalesLogix 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 tracks carrier quotes and coverage, builds proposals and manages the RFP process.

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