Renewal season can quickly become messy when plan data, carrier updates and client information are spread across spreadsheets and inboxes. Learn how employee benefits brokers can streamline renewal tracking, improve visibility and keep accurate renewal data in one place with BenefitsBridge.
Benefits brokers are looking beyond basic CRM features towards less manual work. From importing renewal data and processing commissions to connected task management and ICHRA support, discover how BenefitsBridge, Microsoft’s business applications platform and AI could help shape more efficient workflows in 2027 and beyond.
What do benefits brokers really want to know before choosing a new CRM? This roundup captures 17 candid questions from a live BenefitsBridge demo, covering renewals, commissions, Medicare workflows, reporting, integrations, and more. See what agencies are asking and how a purpose-built platform addresses the operational challenges behind each question.
Every ForgeXRM product is built the same way: nothing gets added because one customer asked loudly enough. Features earn their place through outside expertise, real customer priorities, a proof of concept, and co-investment from the customers who actually push it forward — only then does it become part of the roadmap for everyone. BenefitsBridge’s move into ICHRA support is the latest test of that process, as brokers face a market shift that goes well beyond a routine feature request.
