Crowe BenefitsBridge for Insurance

Crowe BenefitsBridge for Microsoft Dynamics® CRM

Crowe BenefitsBridge is a highly flexible agency management solution customized for the benefits broker industry. Configured for Microsoft Dynamics CRM, and next generation Dynamics 365, the solution, from Crowe Horwath LLP, integrates Microsoft tools for familiar and intuitive ease of use.

With visibility across your sales, marketing, and support functions, you can save money and gain more client insights. Crowe BenefitsBridge supports your organization across four function areas:

Crowe BenefitsBridge for Microsoft Dynamics 365 - Overview
Crowe BenefitsBridge for Microsoft Dynamics 365 - Overview

Crowe BenefitsBridge for Microsoft Dynamics® 365 is an insurance solution designed to help employee benefits brokers manage clients, insurance carriers, policies, plan rates, renewals, and commissions in addition to leads and opportunities.


Policy Management

  • Quickly view policy information from a global or client perspective using intuitive drill-down capabilities
  • Effectively manage policy rates and carrier plan information, and duplicate policy and rate information from one year to the next
  • Implement the use of insurance rate plan templates and contribution amounts across each client and policy coverage type

Client Interactions

  • Export carrier plans to Microsoft Excel spreadsheet software with the touch of a button for quick plan comparisons and RFP creation
  • Comprehensively view past and future interactions across agency touch points with leads, prospects, clients, and carriers
  • Effectively manage support cases by category, policy, client, carrier, producer, or contact for a real-time global view of service issues

Improve Sales Effectiveness

  • Easily identify new clients and up-sell and cross-sell value to existing clients
  • Customize appropriate, targeted marketing campaigns for high-value clients
  • Harness dashboard functionality and on-demand reporting to evaluate agent and broker productivity, new business pipeline, customer loyalty, and year-to-date commissions versus expected sales goals

Commission Tracking

  • Organize your incoming carrier commissions and outgoing producer commission payments within one system
  • Manage commissions comprehensively from a global perspective or drill down into the policy, carrier, or producer split details
  • Import monthly carrier statements to quickly reconcile expected commission payments

Tell us more about your Microsoft CRM project and see how Crowe can help

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