With Dynamics 365 for Insurance Improve operational efficiency and simplify cross-team collaboration by managing information around the relationships that matter most to your insurance agency – in one, familiar, and intuitive system.
Integrated Agency Management with Microsoft Dynamics CRM
Powered by Microsoft Dynamics CRM, ERBrains provides an integrated agency management solution designed specifically for insurance agencies that broker employee benefits solutions; including group benefits, health, individual life and financial services. CRM in insurance sector, Microsoft’s flexible, easy-to-use CRM solution that over one million users have adopted as their CRM platform. ERBrains leverages this powerful platform to enable insurance benefits advisers to manage the relationships, workflows and business needs most important for their insurance agency.
Leverage the Power of the Platform
Improve operational efficiency
Leverage existing investments
Leverage existing investments in technology and education with tight integration of Microsoft Outlook, Word, Excel, and SharePoint.
Embed and support insurance
Embed and support insurance specific workflows to promote the behavior you want your brokers to follow and eliminate time-consuming administrative tasks.
Easily access
Easily access Dynamics 365 for Insurance from within Microsoft Outlook or any internet connection.
Robust Policy Management Benefits from ERBrains
Quickly view policy information
Quickly view policy information from a global or client perspective with intuitive drill-down capabilities.
Effectively manage policy
Effectively manage policy rates and carrier plan information; and easily copy policy and rate information from one year to the next.
Capture insurance rate
Capture insurance rate plan templates and contribution amounts across each client and policy coverage type.
