August 22, 2017  

 Login  

   
   

WEBINARS  /  NEWS  /  BLOG

   
 
 
 

Benefit Brokerage Systems, a division of HR Technology Advisors, has taken 2 of the most recognized CRM products in the U.S. for the small-to-mid market and adapted them to fit the business needs and workflows of the Employee Brokerage industry.

In addition to the rich, core functionality, these systems now allow brokers to manage policies, track prospects by current plan data, manage customer service with a customer portal, and manage renewals with tools that track carrier quotes and coverage, build proposals and manage the RFP process.


HRT's build-out of Microsoft Dynamics CRM is the only Microsoft certified agency management solution for the employee benefits brokerage vertical market. This complete customer relationship management solution provides all of the tools and capabilities needed to deliver 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.
Learn More »


With over 100 system implementations, HRT is the #1 vertical market reseller of Sage SalesLogix. Saleslogix is the leader in customer relationship management (CRM) for small to medium-sized businesses that require flexible, easy-to-use solutions to help acquire, retain and develop profitable customer relationships.
Learn More »



MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION ON THIS SITE.
© 2012 Microsoft Corporation. All rights reserved.
Microsoft, Lync, Microsoft Dynamics, the Microsoft Dynamics logo, Outlook, and SharePoint are trademarks of the Microsoft group of companies.

©2012 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. or its affiliated entities. All other trademarks are the property of their respective owners.

 
   
   
      Copyright (c) 2017 HR Technology Advisors, LLC   Terms Of Use  Privacy Statement