CRM for Health Insurance Brokers

BenefitsBridge, powered by the Microsoft Power Platform, delivers integrated insurance agency management by managing the relationships that matter most for health insurance brokers.

Tailor-made for Health Insurance Brokers

Health Insurance Brokers are increasingly turning to a customer-centric approach that helps them reduce operating costs while better equipping their producers and service representatives to improve the customer experience.

A well-defined and executed CRM strategy, with the Microsoft Power Platform at its center, helps health insurance brokers increase operational efficiencies, elevate the client experience, and increase renewal rates.

The BenefitsBridge Advantage

Increase agency efficiencies.

Automate repetitive manual tasks and eliminate duplicate data entry with a central source of client and policy information.

Improve customer loyalty.

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.

Acquire new business.

Conduct integrated, multichannel marketing campaigns and track response and close rates. Focus on the most effective activities and give producers specific and timely follow-through steps with automated workflows.

Intuitive policy management

Quickly view policy information from a global or client perspective with intuitive drill down capabilities into rates and plan data information.

Streamline policy renewals.

Comprehensive workflows, analytics, and case management capabilities help ensure policy renewals are easily tracked through the entire life cycle.

Robust commission tracking.

Easily manage your agencies 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.

Elevate client service.

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.

Monitor agency performance.

Track key performance indicators across the agency through real-time dashboards and reporting.

Document management made easy.

Integrated with Microsoft SharePoint, a document library offers robust, secure file storage, while allowing for document sharing and collaboration with colleagues.

Automate everything.

Automated alerts and easy-to-configure workflows create efficiencies across the agency, from information capture, policy renewals, commission tracking and consistency in client messaging, and much more.

Familiar look and feel.

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.

Secure, flexible, and easy to deploy.

Get up and running in days, not months.