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ForgeXRM BenefitsBridge

Dynamics 365 CRM for benefits brokers with a built-in commission module.

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Overview

ForgeXRM's BenefitsBridge is a Dynamics 365 CRM for employee benefits brokers that includes a commission module. It combines CRM functionality with compensation processing.

The commission module lets benefits brokerages calculate and track commissions alongside their client and policy data within the Microsoft Dynamics environment.

Key Features

  • + Commission module
  • + Built on Dynamics 365
  • + Employee benefits CRM
  • + Commission tracking and calculation
  • + Client and policy data integration
  • + Microsoft platform native

Integrations

Microsoft Dynamics 365Open API
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