Crowe CRM for Insurance Brokers

Despite insurance brokers’ best efforts to keep clients satisfied, their busy schedules often prevent them from delivering a great client experience. The time that brokers spend tracking down information across their inbox, spreadsheets, shared drives, and paper files results in lost productivity and inefficiencies across the agency.

Crowe BenefitsBridge for Microsoft Dynamics® 365 is an easy-to-use agency management system integrated with the productivity tools that brokers already use – like Microsoft® Outlook, Excel, and Word. These familiar tools bring information related to sales, policy renewals, commissions, plan information, and customer service into one easily accessible place, helping insurance brokers focus on key imperatives that reduce operational costs, increase new business and improve customer loyalty.

What to Expect from Crowe BenefitsBridge:

· Producer productivity

Email integration, automated follow-ups, workflows and visibility to centralized information reduces administrative overhead and increases productivity.

· Business Process Automation

Automated alerts and configurable workflows help your agency reduce the time to resolve client inquiries while streamlining processes for policy renewals, client service and revenue tracking.

· Policy Management

View policy information from a global or client perspective with intuitive drill-down capabilities into rates and plan information.

· Commission Tracking

Automated imports and reconciliation of incoming commission statements are automatically processed against commission schedules and producer splits.

· Agency Dashboards

Dashboards and reports provide visibility into agency productivity, service case management, expected vs. actual commissions, new business pipeline, and more.

· Document Management

Track documents against any record and define access controls across the agency.

· Fast, Flexible and Easy to Deploy

Get up and running quickly in the Microsoft Cloud. BenefitsBridge’s familiar interface optimizes user adoption and accelerates your return on investment.