CRM Supports Employee Benefit Agencies Preparation For Insurance Reform

Between the financial chaos of the last two years and the forthcoming changes to insurance regulations, Insurers are more pressured than ever before to serve their customers under rapidly changing conditions.

Cuyahoga Falls, OH, -- InfoGrow today released "BenefitsGrowth Builder," a full Customer Relationship Management (CRM) suite with marketing, sales, service, and commission-tracking features pre-configured specifically for Employee Benefits Broker Agencies.

To develop BusinessGrowthBuilder (BGB), InfoGrow transformed Microsoft Dynamics-CRM and adapted it to fit the business needs of an insurance industry segment striving to stay abreast of healthcare reform changes -- changes impacting their business customers who are also facing challenges from economic uncertainties.

The complex requirements from healthcare reform are also inherently creating two types of Benefits agencies: those who immediately recognize the new law as a tremendous opportunity and leverage it to grow their business now, and those who are unsure and will simply wait until reform becomes clearer to adjust how they will operate.

In response, the main focus in developing BGB was to make this specific CRM solution cost effective with a measurable ROI. InfoGrow worked closely with established Benefits agencies throughout its design and development. From this experience and agency input, InfoGrow President, Bob Sullivan, notes, "We are very confident that BenefitsGrowthBuilder will lower overall costs for Employee Benefits firms' CRM operations by close to 70% beginning in the second year."

With fast and flexible functionality, BGB will help Benefits agencies of all sizes to lower their cost of operations over traditional online systems and progressively increase the productivity of sales producers. Agencies will find that BGB quickly aligns with their current daily operations and business workflows, however, customizations are simple to do with Microsoft Dynamics-CRM.

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Tags: CRM assists with insurance refor, CRM for insurance benefits, Microsoft Dynamics CRM


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