Case Study

Employee benefit consulting firm selects Microsoft Dynamics® CRM over an industry-specific system

Employee benefit consulting firm selects Microsoft Dynamics® CRM over an industry-specific system

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Case Study: Innovative Benefit Planning Innovative Benefit Planning (IBP) is an employee benefit consulting firm servicing midsized businesses with 50 to 1,000 employees. Customer service is what sets IBP apart. Acting as an extension to a human resource staff, they handle employee questions about coverage, manage eligibility updates, assist with claims resolution, and work as a liaison between insurance carriers and their clients. Bac

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