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Insurance - Benefits Growth Builder
CRM Helps Insurance Benefits Brokers Grow Business
Benefits Growth Builder was designed for mid-size to larger Benefits Agencies in order to:
- Lower their cost of operations over traditional online systems.
- Increase the productivity of producers.
- Easily align with the daily operations and business workflows.
- Enhance the lead generation to new customer acquisition processes.
- Ensure that all departments are ‘on the same page’ to better serve customers.
- Accelerate informed decision making.
Benefits Growth Builder as a CRM (customer relationship management) solution provides all of the tools and capabilities needed to create and easily maintain a clear picture of customers from first contact through purchase and post-sales. With modules for sales, marketing, customer service, and commissions, your Agency will:
- Drive sales.
- Smoothly administer policies.
- Easily calculate and manage commissions.
- Accurately track service issues and tickets.
- Proactively monitor plan data.
- Routinely manage renewals with tools that track carrier quotes and coverage.
- Effectively manage the RFP process.
- Seamlessly calculate both internal and external commission schedules.
Benefits Growth Builder delivers a fast, flexible, and affordable solution that drives consistent, measurable improvements in every business process, enables closer relationships with customers, and helps your company achieve new levels of profitability.
Includes Flexible Commission Payment Options
- Precisely calculates, manages, and reports incentives and the ability to control and drill into your commission and broker data at different levels and time periods.
- Replaces spreadsheets and other archaic internal systems and simplifies the often complex and arduous processes in your Agency, making them more timely, accurate and easy to maintain - seamless and painless for you.
- Designed for sales teams that need accurate, timely and affordable commission software and reporting.
Agency growth during difficult times
A challenge for many insurance benefit broker agencies, even more critical in today’s recession, is finding, serving, and keeping satisfied, loyal customers.
Some agencies struggle with this problem because of inadequate, outdated, or under-used sales-and-marketing technologies and processes. Other agencies, however, are gaining a competitive advantage through transitioning to a cost-effective, high ROI CRM software solution.
CRM, forecasted to grow 36% by 2012, is helping agencies to: (1) increase profits and reduce costs, (2) respond quickly to customer requests, (3) up-sell and cross-sell, (4) easily adapt to regulatory requirements, (5) improve closing rates, and more.
Powered by InfoGrow, Benefits Growth Builder has taken Microsoft Dynamics CRM and adapted it to fit the business needs and workflows that match the daily requirements of a busy Agency while simultaneously addressing business growth and sustainability.
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