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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

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.

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.

Streamline Client Interactions

  • One-button export of carrier plans to Microsoft Excel for quick plan comparisons and RFP creation.
  • Complete view of Leads, Prospects, Clients and Carriers including all future and past interactions across every agency touch point.
  • Effectively manage support cases by issue category, policy, client, carrier, producer or contact for a real-time global view of all service issues.
  • Gain visibility into client specific support so you can clearly quantify and articulate the value your agency provides for each client.
  • Track and store electronic documents for consistent and logical record management and retrieval.

Improve Sales Effectiveness

Identify new clients

Identify new clients and up-sell, cross-sell value to existing clients.

Develop appropriate

Develop appropriate, targeted marketing campaigns to high-value clients.

On-demand reporting

Dashboards and on-demand reporting for agent and broker productivity, new business pipeline, customer loyalty, and year-to-date commissions vs expected sales goals.

Commission Tracking


Easily manage your incoming carrier commissions and outgoing producer commission payments in one system.


Manage commissions from a global perspective or drill down into the policy, carrier, or producer split details.


Import monthly carrier statements for quick reconciliation of expected commission payments.

On-demand reporting

On-demand reports provide visibility into actual vs expected commissions, producer commissions, commissions by carrier, or commissions by client.

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