HR Technology Advisors - HR & Benefits Technology Solutions > Solutions for Brokers

HR Technology Advisors has taken 2 of the most recognized CRM products in the U.S. for the small-to-mid market and adapted them to fit the business needs and workflows of the Employee Brokerage industry. In addition to the rich, core functionality, these systems 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 track carrier quotes and coverage, build proposals and manage the RFP process.

SalesLogix - The leader in customer relationship management (CRM) for small to medium-sized businesses that require flexible, easy-to-use solutions to help acquire, retain and develop profitable customer relationships.

Microsoft Dynamics CRM - This complete customer relationship management solution provides all of the tools and capabilities needed to deliver a fast, ﬂexible, and affordable solution that drives consistent, measurable improvements in every business process, enables closer relationships with customers, and helps your company achieve new levels of proﬁtability.