miEdge CRM Retirement Integration
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The Retirement Integration extends your CRM environment to incorporate miEdge Retirement business intelligence information within the Dynamics 365 platform. An enterprise-level subscription to miEdge is required.
miEdge Retirement data includes miEdge company insights as well as summary information on top company retirement plans including total assets, eligible employees, participating employees, and key statistics for the two largest retirement plans (by net assets). Optional detailed data includes details on each individual retirement plan including average employee balance, company contributions, key service providers and service provider revenue.
miEdge provides the most advanced Microsoft Dynamics 365 integration for Insurance & Financial prospecting. miEdge CRM Integration solutions provide employee benefits, financial services, and property & casualty professionals complete connectivity between miEdge and the power of the Dynamics 365 platform. miEdge Enterprise subscribers immediately gain unique insights for account intelligence, prospect targeting, opportunity scoring, and data cleansing all from within their native CRM environment.