National Benefits Consultants is the exclusive marketing arm of Consumer Health Benefits Association in South Florida. They provide discount health savings cards, major medical health insurance, and critical illness insurance to clients across the country.

When opening their new facility, they wanted to look into solutions that would allow them to automate the business and take advantage of internet technology. We decided to use our Customer Relationship Management solution as a platform for creating an easy to use lead management system. Taking into the account the skill level of the agent, the system had to be streamlined to accomodate the specific needs of the system users and enhanced to support the level of automation necessary to create a paperless lead management system.

The following outline describes the requirements and elements of our solution.

We continue to provide technical consulting support, software improvements and direct assistance to National Benefits Consultants on an onling basis. Our goal is to be their Information Technology partner in the refinement and management of their website and lead management system.

National Benefits Consultants has been very successful since launching this new business in the fall of 2003. The web based software system gives them the unique benefit of expanding their services using agents in other parts of the country without incurring additional technology costs. This feature of the system is a key part of their continued success.