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.
