CRM for Health Insurance Brokers
BenefitsBridge, powered by the Microsoft Power Platform, delivers integrated insurance agency management by cultivating the relationships that matter most for health insurance brokers.
Tailor-made for Health Insurance Brokers
This easy-to-use agency management system is built on the Microsoft Power Platform and integrated with the familiar productivity tools your insurance agency uses today, including Microsoft 365 (Outlook, Word, Excel, and more).
Health Insurance Brokers are increasingly turning to a customer-centric approach that helps reduce operating costs while better-equipping producers and service representatives to improve the customer experience.
With the Microsoft Power Platform at its center, a well-defined and executed CRM strategy helps health insurance brokers to:
Increase operational efficiencies
Elevate the client experience
Increase renewal rates
BenefitsBridge Overview Video
What It Looks Like
The BenefitsBridge Advantage
Automate repetitive manual tasks and eliminate duplicate data entry with a central source of client and policy information.
Show your customers you know and care about their needs. Track client contacts centrally, create nurture campaigns to strengthen ties, and identify the right products and services to meet each client’s specific needs.
Conduct integrated, multichannel marketing campaigns that track response and close rates. Focus your team’s efforts on the most effective activities. Give producers specific and timely follow-through steps with automated workflows.
Quickly view policy information from a global or client perspective with intuitive drill-down capabilities into rates and plan data information.
Comprehensive workflows, analytics, and case management capabilities help ensure policy renewals are easily tracked through the entire life cycle.
Easily manage your agency’s incoming carrier commissions and outgoing producer commission schedules in one system. Flexible commission tracking allows for a variety of incoming commission schedules and outgoing producer splits. Automated importing of monthly commission statements provides quick and accurate reconciliation of incoming and outgoing commission payments.
Empower all producers and service staff with the tools and information they need to deliver high-quality, personalized service efficiently and profitably during all interactions, across multiple channels.
Track key performance indicators (KPI’s) across the agency through real-time dashboards and reporting.
Integrated with Microsoft SharePoint, the BenefitsBridge document library offers robust, secure file storage, while allowing for document sharing and collaboration with colleagues.
Automated alerts and easy-to-configure workflows create efficiencies across the agency. Standardize information capture, policy renewals, commission tracking, consistency in client messaging, and much more.
A familiar, easy-to-use Microsoft interface and integration with productivity tools, such as Outlook, Excel, and Word, ensures faster user adoption and a lower cost of learning.
Get up and running in days, not months. BenefitsBridge is built on the Microsoft Power Platform which provides a Microsoft Cloud deployment providing enterprise-grade security, data governance, and compliance you expect from Microsoft.