Please join Customer Effective on April 4th at 2:00pm Eastern for a webinar on Microsoft Dynamics CRM for Life Insurance.
During the webinar, our team will highlight how the native integration of familiar tools, like Microsoft Outlook and Office, can drive user adoption for Wholesalers using Microsoft CRM and Customer Effective: Life Insurance.
We will also cover:
- Mobility - How wholesalers improve communication and productivity
- Marketing Effectiveness - How wholesalers coordinate marketing campaigns with agencies
- Performance Management - How personalized CRM dashboards drive operational performance