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  September 3, 2010  
Solutions for BrokersCRM for Benefits BrokersMicrosoft Dynamics CRM      
CRM for Brokers
  
 
Microsoft Dynamics CRM for Brokers Microsoft Dynamics CRM for Brokers
Real World Technology For Real World Business

Benefit 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 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
Microsoft Dynamics CRM for Benefit Brokers 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.
  
 
Why Microsoft Dynamics CRM? Why Microsoft Dynamics CRM?
Works The Way You Do 
Microsoft Dynamics CRM integrates directly into Outlook and other Microsoft Office applications including Microsoft Office Word, Excel®, and PowerPoint®, enabling your employees to work within the familiar, comfortable Outlook environment. The result: everyone in your company will quickly be able to begin using Microsoft Dynamics CRM tools for managing sales, services, and marketing processes. 

Works The Way Your Business Does 
Every company has its own processes, its own culture, and its own way of reaching out to customers. Microsoft CRM is a flexible solution that can be quickly customized to your company’s current needs while providing a flexible, scalable platform that will grow as your business expands. 

Works The Way Technology Should 
Mergers, acquisitions, and years of shifting IT priorities have left many companies struggling with the problem of how to integrate a wide range of often incompatible legacy applications. Microsoft Dynamics CRM was created to enable companies to standardize and consolidate customer information no matter where it is created or stored.

The value of a CRM solution depends on how quickly it is embraced by the sales, marketing, and customer service employees who will use it. Microsoft Dynamics CRM was created specifically to ensure that all users can take full advantage of its features with minimal training. And because it provides streamlined installation and management, seamless integration with systems across your company and beyond, and increased levels of reliability, scalability, and security, it will help your company improve productivity, control costs, and maximize return on investment.  
  
 
Quick Information Quick Information

Pre-configured for Brokers
 

Prospecting

  • Prior plan data
  • Track competitors
  • Develop RFP’s
  • Track markets quoted
  • Attach documents to opportunity
  • Report on carrier response times

Policy Management

  • Track current carriers
  • Track correct coverages
  • Track renewal dates
  • Track in-force terminated policies
  • Track fully and self-insured rates, history
  • Capture contribution amounts
  • Attach policy documents
  • Build plan data
  • Track notes by policy
  • Capture eligibility rules

Service Management

  • Manage Service tickets by account
  • Track service tickets by policy, contact, type, carrier, account manager, issue date
  • Define service issues for reporting
  • Run total service report
  • Track notes and activities by issue
  • Track turnaround times
  • Email service issues
  • Attach documents
  • Time setup and date stamp
  • Assign to others
  • Allow customer access

Renewal Management

  • Streamline and build RFP’s
  • Track key dates
  • Track quote status by carrier and coverage
  • Track activities, notes and completed activities
  • Run Renewal reports
  • Build proposals
  
 
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