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Microsoft Dynamics CRM

HR Technology Advisors has taken Microsoft DynamicsTM CRM and adapted it to fit the business needs and workflows of the Employee Brokerage industry with capabilities like policy administration, service tracking, proposal, RFP and renewal management that tracks carrier quotes and coverage.

  • Editorial Team
  • May 12, 2021
  • 1 minute

HR Technology Advisors has taken Microsoft DynamicsTM CRM and adapted it to fit the business needs and workflows of the Employee Brokerage industry with capabilities like policy administration, service tracking, proposal, RFP and renewal management that tracks carrier quotes and coverage.