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HR Technology Advisors, LLC Delivers Microsoft Dynamics CRM 4.0 Pre-Configured For Insurance Brokers
Benefits Agency Manager, The Latest Benefits Version of Microsoft Dynamics CRM, Adds Improved Workflow, Individual Insurance and Retirement Planning Modules
Franklin, MA, November 28, 2008 - HR Technology Advisors, LLC (HRT), a national human resources and benefits technology consulting services firm for employee benefits brokers and their customers, announces the release of Benefits Agency Manager, powered by Microsoft Dynamics CRM 4.0. This agency management system builds upon the highly ranked Microsoft Dynamics CRM 4.0 base platform and brings improved agency-specific workflow functionality and ease of customization. HRT has also expanded the benefits plan management capabilities while extending the system into the Individual Insurance and Retirement Plan businesses.
“Benefits Agency Manager, powered by Microsoft Dynamics CRM 4.0 offers an attractive customer relationship management system to employee benefits brokers, individual insurance brokers and retirement plan businesses,” said Joe Markland, Principal, HRT. “Building on Microsoft’s base CRM technology makes it fast and easy for brokers in the insurance and employee benefits industry to access a full CRM suite with marketing, sales and service capabilities.”
“Firms also have the choice of on-premise or Web-based deployments,” said Markland. “Plus, the close integration with Microsoft Office applications allows users to begin working in a familiar Microsoft Outlook interface, facilitating rapid user adoption.”
HRT’s senior management team averages over 20 years experience working within the employee benefit brokerage industry and have successfully implemented agency management systems for more than 90 brokerage firms in the past eight years.
About HR Technology Adviosrs
HR Technology Advisors (HRT) is the premier national, independent benefits and HR technology consulting firm focused entirely on serving the needs of employee benefit firms and their clients. HRT deploys technology solutions for employers that streamline human resources & benefits delivery processes and technology to improve the internal efficiencies of benefits brokerage firms.
Product and service names mentioned herein are the trademarks of their respective owners.
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