What is the relationship between BenefitsBridge and Microsoft?
BenefitsBridge is built on Microsoft’s Power Platform and Dynamics 365. This means you get the strength, security, and scalability of Microsoft’s technology, combined with ForgeXRM’s industry-specific customizations designed specifically for benefits brokers. With BenefitsBridge, you benefit from the best of both worlds: Microsoft’s proven platform and ForgeXRM’s expertise and tailored enhancements for your agency.
Can BenefitsBridge be customized?
Yes! One of the key advantages of BenefitsBridge, built on the Microsoft Power Platform, is its flexibility. Many aspects of the system can be configured directly by clients, and we provide training during the initial implementation to help you get started.
What if my customization is complicated or I don’t have anyone to do it?
No problem. While many configurations can be managed in-house, more advanced or complex changes are where we step in to help. If you’d like our support, we’ll provide a scope of work that clearly outlines the effort, cost, and timeline so you’ll know exactly what to expect.
Can I use BenefitsBridge on my phone or tablet?
Yes. BenefitsBridge works on both mobile devices and tablets via the Microsoft Dynamics 365 app or a browser.
Can we limit data access based on users?
Yes. Microsoft’s robust security model allows you to assign roles that control which data and features each user can access. This ensures everyone has the information they need — and only what they need.
Can data be imported into BenefitsBridge?
Yes. You can import data into BenefitsBridge using Excel/CSV files.
How much storage capacity do I get?
Microsoft Dataverse provides three types of storage, with the following default storage capacity:
- Database capacity: 10 GB
- File capacity: 20 GB
- Log capacity: 2 GB
Each licensed user also adds 250 MB of database capacity and 2 GB of file capacity.
Additional storage capacity can be purchased if needed, however the majority of BenefitsBridge clients are able to work within the Microsoft provided default storage capacity provided.
Does ForgeXRM or Microsoft own my data?
No. While your data is stored in Microsoft’s secure cloud environment, you retain full ownership of it.
Are we able to export the data if needed?
Yes. You can export your entire database or specific data sets to Excel/CSV.
Is our data secure?
Yes. Your data is protected by Microsoft’s enterprise-grade security and compliance infrastructure.
What happens to our data if we cancel our subscription?
If you cancel your subscription, you’ll have the opportunity to export your data before your environment is disabled.
Is there any training on using BenefitsBridge?
Yes. As part of the initial setup and onboarding, we provide end-user training, administrator training, and commission training.
Is there a support contract and is it required?
Yes. To ensure you have access to dedicated support resources, we require a basic annual support contract for $500.
What is included in the support contract?
The support contract covers 4 hours per year with our customer and technical support specialists.
- Customer support includes how-to questions, guidance, and best practices.
- Technical support includes advanced configurations, importing data, and technical guidance.
What if I run out of hours and need more support?
You can purchase additional 4-hour blocks for $500. Any unused hours from purchased blocks roll over into your next annual support contract.
When can I access support?
Our support hours are Monday through Friday, 8 AM – 5 PM Eastern Time.
What are your response times?
Our target response time is 8 business hours. While not all issues may be resolved in that timeframe, we’ll always acknowledge your request and keep you updated on progress.
What is ForgeXRM’s BenefitsBridge pricing model?
BenefitsBridge and the Microsoft Power Platform licenses are bundled together and distributed as a unified solution.
Pricing is $115/user/month with a 12-month annual subscription term.
Is there a minimum number of licenses required?
No. We serve clients ranging from small brokers with just a few users to large firms with several hundred users.
Is there a contract?
Yes. BenefitsBridge follows Microsoft’s cloud licensing model, which is based on an annual subscription term. You can choose to pay monthly or annually.
A link to our Terms of Service and End User License Agreement can be found here.
Are there any fees other than the annual product subscription?
Yes. In addition to the subscription, there is:
- A one-time setup and onboarding fee of $1,800
- An annual support contract of $500
For services outside the initial setup, we’ll work with you to understand your requirements and provide a scope of work (SOW) that outlines the effort, cost, and timeline.
What happens if we cancel our annual subscription?
Subscriptions run for 12 months. If you choose to cancel, you’ll retain access until the end of your current term, but the subscription will not renew.
If you are on monthly billing, you are still responsible for payments through the end of the annual term. You can continue paying monthly or settle the remaining balance in a lump sum.