Providers

BrokerSuite helps customers at all levels of the Financial Services community.  At the enterprise level, we provide sales and customer support solutions that connect the enterprise and its clients through a complicated sales and procurement network. 

BrokerSuiteCRM:  A CRM Solution tuned for Financial Services

BrokerSuite has leveraged its deep experience working with more than 270 financial services customers to create a CRM implementation tuned for the special requirements common to the industry.
Our Financial Services package provides features such as:

• Multi-level relationships to describe the business objects that exist in an end-to-end solution.
• Commission / Bonus management and tracking.
• Request for Quotes tool.
• Group Benefits census and enrollment.

Our complete solution approach has these benefits:

• Reduced deployment time and costs
• Immediate productivity
• Maximized user adoption

Our team members provide an extensive background in business analysis, solution design, architecture and implementation. We leverage a formal process background to augment client initiatives with professional and reusable software and methodology.

Products for Providers

• MyBenefitsCount™

• Total Census™

• Online Enrollment

• BrokerSuiteCRM