CRM Software Optimized for Employee Benefits Brokers

Most businesses don’t want to shoehorn a CRM system into their organization because it can quickly turn into a disruptive and expensive mistake. Employee benefits brokers are a prime example of such a business. Many brokers believe that the only two software options that adequately address the unique requirements of their businesses are 1) expensive software specifically developed for their company or 2) out-of-the-box brokerage software.

Those who don’t choose dedicated employee benefits broker software generally end
up with a process that can leave them unsatisfied.


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Crowe LLP

Crowe LLP is a public accounting, consulting, and technology firm with offices across the globe. Crowe’s Microsoft practice is focused on delivering best-in-class customer engagement through industry specialized accelerators and productivity...READ MORE