Microsoft Dynamics CRM for Employee Benefit Broker Insurance Agencies
http://www.ablebridge.com - Bob is an employee benefits professional. Bob has a very busy life trying to juggle client renewals, carrier quotes, and customer services all while being buried under the endless pile of incoming emails. BenefitsBridge allows Bob to access all of his client and prospect information while integrating tools he is already using like Outlook, Excel, and Word, all while saving him money and keeping him on top of his day to-day tasks. BenefitsBridge helps brokers like Bob keep track of sales, plan information, renewals, commissions, and customer service.
Plus Bob can get rid of his old system of storing client information. BenefitsBridge tracks data on his clients and their employees, and much more than just basic contact information. Bob is empowered with new tools to gain much more insight on his clients than ever before. He can see his sales pipeline and trends like his client's plan history, as well as the ability to quickly access email communications with that client from the past. Bob can use BenefitsBridge to launch marketing campaigns and store employee information. He can even access his data remotely through a laptop, smartphone, or a tablet.
BenefitsBridge is brought to you by AbleBridge and HRT Advisors.
Contact 888-520-0980 or [email protected] today to set up a demo and see how BenefitsBridge for Microsoft Dynamics CRM can help you work smarter.