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HRT In The Press
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Resource Center
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HRT Corporate Brochure |
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Our company overview presents HRT's philosophy on how we can help our customers, as well as a high-level overview of our products and services. |
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Microsoft Dynamics CRM 4.0 for Brokers Brochure |
858 KB |
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HR Technology Advisors has taken Microsoft DynamicsTM CRM 4.0, formerly known as Microsoft® Business Solutions CRM, and adapted it to fit the business needs and workflows of the Employee Brokerage industry. In addition to the rich, core functionality, Benefits Agency Manager For Microsoft Dynamics CRM 4.0 now allows Brokers to administer policies, track service issues and tickets, monitor prospects by current plan data, and manage renewals with tools that track carrier quotes and coverage, builds proposals and manages the RFP process. |
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Sage SalesLogix for Brokers Brochure |
781 KB |
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HR Technology Advisors has taken the #1 CRM product in the U.S. for the small-to-mid market and adapted SalesLogix to fit the business needs and workflows of the Employee Brokerage industry. 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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Benefits Enrollment Whitepaper: Technology Marketplace Overview and Strategy |
405 KB |
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The benefits technology marketplace is evolving rapidly with insurance brokers expanding their offerings in an effort to win new business while employers are looking to simplify the communication and administration of their benefit plans and expand employee self-service. Recent data suggests that there is an overwhelming preference by employees toward web-based tools for enrollment and adoption of this technology is on the rise. This document is intended to fortify your knowledge of the marketplace to enable you to speak intelligently on this topic, recognize opportunities of demand, and keep the competition away from your clients. |
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Payroll firms, PEOs and BPOs have got it right |
637 KB |
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Published in the September 2009 edition of Employee Benefit Advisor Magazine (www.employeebenefitadviser.com), this article discusses why employee benefits brokers should care about these vendors...because they’re taking your business.
Reprinted with permission from Employee Benefit Adviser | September 2009 | Copyright 2009 by SourceMedia | All Rights Reserved
By Joe Markland, Principal and Co-Founder, HR Technology Advisors |
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ADP - Friend or Foe? |
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Is ADP a Benefits Broker? Is ADP a competitor to brokers? Research and thoughts about how a broker can respond.
By Joe Markland and Don Rowe, HR Technology Advisors |
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The Paper Chase |
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Insurance brokers can do more business and serve clients better when they use technology to reduce paperwork.
By Joe Markland, Principal, HR Technology Advisors |
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Industry News
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Headlines Provided by www.PR.com
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