Sales and Support: (208)319-1928 Ext: 202
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Platforms and Technologies
  • Microsoft Server 2003 and 2008
  • .NET 1.1 / 2.0 / 3.5
  • ASP.NET, C#, VB.NET, AJAX, JavaScript, JQuery, XML, SOAP
  • MS SQL Server 2005 / 2008
  • SQL Server Integration Services (SSIS)
  • SQL Server Analysis Services (SSAS)
  • SQL Server Reporting Services (SSRS)
  • Share Point
Health Insurance CRM Solution
Today’s health insurance CRM solutions offer several different approaches to managing your customer relationships. Some software providers offer exceptional Customer Service capabilities, some offer robust Campaign Management tools, while others focus on Sales Force Automation. The problem is that most agents and agencies need all three aspects. Brenmor Technologies offers an innovative web based CRM product suite designed specifically for the health insurance industry that combines the right balance of Customer Service, Campaign Management, and Sales Force Automation tools to make managing your customer relationships simple and effective.
Customer Service
Features allow staff to retrieve sales, marketing and service data by accessing contact histories. This provides staff members with a view of the products the customer owns, available products the customer may be interested in obtaining, and previous interactions with other staff personnel.
  • Historical data to view past interactions with customer
  • Calendar to manage tasks and schedule follow up communications
  • Document library allows staff to upload carrier quotes, forms, customer correspondence
Campaign Management
Features allow clients to design and execute target marketing campaigns, analyze customer profitability, and make product and pricing decisions based on customer behavior. Our real-time reporting tools provide descriptive statistics by executing multi-dimensional tabular and graphical reports. Each report can be customized to the user’s needs by providing date ranges, filtering criteria, grouping features, and desired calculations.
  • Receive real-time leads from top quoting websites
  • Build and prioritize custom marketing campaigns by demographic and geographic indicators
  • Distribute leads to most skilled agents (Agency environment)
  • Generate real-time sales reports
  • Analyze marketing campaign success
  • Campaign activity dashboardss
Sales Force Automation
Features include automated carrier feeds to track the underwriting process and gather commission and policy data to assist in the creation of commission statements and reconciliation efforts. Our notification system notifies specific sales staff members of scheduled follow up communications including cancellations, renewals, new policies, failed premium collection, and many more. We also provide automated event driven e-mail communications to ensure a high level of contact with customers.
  • Integration to third party application systems
  • Integration to carrier’s system for underwriting status, commissions, and policy data
  • Agent notification alerts to schedule follow up communications based on specific events
  • Programmable event driven e-mail communications to customers
TPA Integration
  • Bidirectional automated electronic data feeds
  • Reconciliation capabilities
Additional Features
  • Informative, user friendly dashboards
  • Create and manage user accounts
  • Assign roles to users to limit access and line of site
  • Unlimited carriers, products, and riders
  • Manage availability of product and/or rider by state
  • Import pricing data for products that have a fixed pricing model
  • Create custom applications by carrier and/or state
"Brenmor Technologies is a partnership and not just a boxed CRM. We absolutely love the solution - it increased efficiency and organization which in turn grew our company revenue 30% in only months."

Aaron Goddard
CEO
Pacific Benefits Group


"Brenmor Technologies was able to turn our enrollment concept into reality and produce a first-of-the-kind fully functional seamless enrollment system which could transact business with many of the largest health carrier providers in the country in a paperless system completely through data exchanges and voice signatures. This enrollment and reporting based technology application allowed our business to triple in revenue every year for 3 straight years and allowed our agency to become one of the top 5 producers for the following carriers; Humana, Assurity, Assurant (formally Fortis), Symetra Life, and Aetna. Since the introduction of this technology advancement created by Brenmor, BenefitProtect has been mentioned by some carriers as pioneers in the voluntary healthcare space and we have been credited as one of the agencies who started the technology advancement and change to an industry which had been unwilling to change for decades."

Mike Knoop
Executive Vice President of Operations and Founding Partner
Augeo Benefits, LLC
Contact us today at sales@brenmor-technologies.com to schedule a free demo.
 
Copyright 2009 - Brenmor Technologies
7950 N. Horseshoe Bend Road     Suite 104     Boise, ID 83714     Sales and Support (208)319-1928 Ext 202     Fax:(208)938-7804