CRM for insurance brokers

BenefitsBridge, powered by Microsoft Dynamics 365, is a flexible agency management CRM solution.

BenefitsBridge offers integrated agency management for employee benefits brokers

CRM for insurance brokers

BenefitsBridge is designed for employee benefits brokers. This easy-to-use CRM system drives agency productivity, increases internal efficiencies and provides the tools you need to deliver exceptional client service.

Solution Overview

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Commission Tracking

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Featured insights

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CRM Software Optimized for Employee Benefits Brokers

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10 Key Benefits of the Latest Version of Crowe BenefitsBridge

Article

CRM Software Optimized for Employee Benefits Brokers

Webinar

10 Key Benefits of the Latest Version of Crowe BenefitsBridge

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Accelerate your Microsoft Dynamics 365 deployment with BenefitsBridge

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Featured post: "Evaluating the CRM options for insurance benefits brokers"