"We could have chosen an industry specific system that handles 90 percent of our needs out of the box but instead selected Microsoft Dynamics™ CRM because we would own the system, have the flexibility to make customizations, and would not incur any monthly fees"

"We were up and running in two days without any down time. I had been through other implementations and knew the possible headaches, but we encountered minimal problems. Everyone is familiar with Microsoft - yet the success of the implementation really goes back to the Microsoft Certified Partner that you are utilizing and who is going to be there when you have a problem. That is why we chose RSM McGladrey as our partner in this implementation.”

Greg Capone, Employee Benefit Services at Innovative Benefit Planning

Background

Innovative Benefit Planning (IBP) is an employee benefit consulting firm servicing midsized businesses with 50 to 1,000 employees. Customer service is what sets IBP apart. Acting as an extension to a Human Resource staff, IBP handles employee questions about coverage, manage eligibility updates, assist with claims resolution, and work as a liaison between insurance carriers and their clients.

 

Project

Situation

• Used propriety system written in Microsoft Access

• Managed activities in Microsoft Outlook’s Saved Folders

• Stored plan details to network drives

Solution

• Implement on-premise version of Microsoft Dynamics CRM

• Developed an industry-specific benefits administration soluton

Outcomes

• Made insurance companies more accountable – everything is name, time, and date stamped

• Customer service is delivered much quicker and smoother

• Added personalized service to prospects and clients

• Increased efficiency by making all information more accessible

• Saved thousands in Total Cost of Ownership (TCO) by avoiding costly monthly fees and add-on solutions

Download

Back to All Success Stories