Insurance benefits brokers face mounting pressure to improve retention, increase cross-selling, and streamline operations. The right CRM solution—like BenefitsBridge for Microsoft Dynamics 365 and the Power Platform — benefits brokers can use CRM as a transformative sales tool, offering automation, visibility, and performance tracking that fits how insurance agencies work.
4 ways brokers use CRM to elevate sales performance:
1. Strengthen Relationships with Automated Client Check-ins
Using Dynamics 365 workflows, brokers can automate routine client touchpoints based on account size, territory, or renewal schedules. This creates a proactive engagement strategy that increases retention and helps uncover upsell opportunities.
2. Create Consistent Experiences with Client Onboarding Workflows
Power Apps and Dynamics 365 business process flows guide account managers through personalized onboarding steps, ensuring every client gets the same high-quality experience and opening doors for cross-selling.
3. Streamline Lead Management and Improve Conversions
From importing prospect lists to enriching them with LinkedIn integration, Dynamics 365 and the Power Platform gives brokers a centralized platform for managing leads, segmenting by industry, product interest, timeframe or policy renewal date, and executing targeted marketing campaigns.
4. Unlock New Revenue with Internal Referrals
Referrals often go untapped due to siloed teams or poor visibility. With built-in dashboards, and referral workflows, agencies can ensure that qualified leads are routed to the right producers—creating new revenue opportunities without cold outreach.
Built for Insurance Brokers: BenefitsBridge by ForgeXRM
With real-world success stories and specific use cases, the post highlights how insurance agencies and benefits brokers can use CRM and its built-in workflow automation, Power Automate, LinkedIn integration, and dynamic dashboards to drive measurable results. Whether your team is new to CRM or looking to scale up, BenefitsBridge and Microsoft Dynamics 365 offers the flexibility, reporting power, and security that brokers need to manage client relationships and increase sales opportunities.
👉 Read the full article to see how your agency can turn CRM into a high-performance sales engine.
