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Benefits Brokers Are Transforming Their Business
Employee Benefits Brokers are redefining customer relationships and driving measurable improvements across all customer management processes with the complete, affordable customer relationship management (CRM) solution preconfigured specifically for the benefits brokerage industry.
The Microsoft Dynamics™ CRM 4.0 user experience has been designed to be a natural extension of Microsoft Office and Outlook®, providing a familiar and intuitive work environment that fosters user adoption and productivity. Because the product is built on the scalable and secure .NET platform and leverages standard tools and technology, including Microsoft SQL ServerTM, Microsoft BizTalk® Server, and Microsoft Visual Studio®, Microsoft CRM allows you to take advantage of your existing IT investments and in-house expertise to help minimize your total cost of ownership.
Adapted to a Broker’s Business Needs and Workflows
Benefits Agency Manager for Microsoft Dynamics CRM 4.0 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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