Health insurance brokers and agencies have unique needs that require robust, flexible, and integrated technology solutions. To increase broker productivity and operational efficiency, agencies must align with CRM systems that facilitate and automate both internal and external business processes. ForgeXRM, with its CRM for Health Insurance Brokers (BenefitsBridge), has helped hundreds of health insurance brokers transform their operations. Built on the Microsoft Power Platform and Dynamics 365, BenefitsBridge offers a CRM-integrated agency management solution tailored to the specific needs of employee benefits brokers.
Below are three real-world examples where ForgeXRM drove significant productivity gains for health insurance brokers.
Scenario 1: Consolidation of Data and Automation of Processes
A newly formed employee benefits broker was struggling with:
Managing client and policy information using shared spreadsheets.
Handling carrier commissions and producer payments through outdated, siloed software.
Solution: ForgeXRM implemented a CRM-integrated agency management solution that:
Consolidated all client and broker relationships into one centralized, secure system.
Reduced administrative time spent tracking and updating policy renewal details.
Automated commission tracking, saving 20 hours per month of manual work.
Scenario 2: Client Stewardship Reporting for Enhanced Service Delivery
An insurance broker wanted to improve their client service by tracking service time and demonstrating the value they deliver to clients.
Solution: ForgeXRM designed and deployed a client stewardship report and automated workflows that:
Aligned client-specific goals with proactive services scheduled throughout the year.
Tracked the actual time spent on various service categories.
Enhanced client communication by clearly outlining the benefits delivered, leading to improved retention rates.
Scenario 3: Streamlined Agency Operations After a Merger and Acquisition
A health insurance agency that acquired two smaller brokers needed a flexible solution to unify operations and support new business lines.
Solution: ForgeXRM implemented BenefitsBridge to:
Migrate data from existing systems and onboard all users to the new CRM for Health Insurance Brokers within a week.
Simplify commission reconciliation, saving over 40 administrative hours in the first month.
Deploy commission tracking reports, increasing visibility and accuracy of carrier payments and enhancing producer payment confidence.
Why BenefitsBridge by ForgeXRM?
With over two decades of experience, ForgeXRM has helped health insurance brokers achieve new levels of productivity and profitability. BenefitsBridge provides a comprehensive CRM-integrated agency management solution built specifically for employee benefits brokers. Key advantages include:
Streamlined Workflows: Reduce time-consuming manual processes with automated workflows.
Enhanced Security: Built on Microsoft’s trusted Power Platform, ensuring secure and compliant operations.
Scalability: A flexible solution that grows alongside your agency’s evolving needs.
Next Steps
Let’s talk about how BenefitsBridge can support your agency’s growth and operational efficiency. Built on Microsoft Dynamics 365, this familiar and intuitive CRM solution empowers brokers to deliver exceptional client service and stay ahead in a competitive market.
Contact ForgeXRM today to explore your next step in transforming your agency’s productivity.
