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.

NBCHealth.com is the primary marketing website for National Benefits Consultants. This site serves consumers from around the country and was designed to be educational, yet provide simple methods for potential customers to make contact with NBC. In making this a fluid site, the following elements have been built into the site for easy management and ease of use:

• Editable article panels allow for real time changes in site content.
  
• Custom landing pages accept click throughs from marketing campaigns
  
• Validating input forms help make sure that collected information is high quality.
  
• A private agent only area allows agents to download marketing materials to grow their own businesses
  
• Replicating agent sites allow agents and partners to leverage the business content
  
• All contacts are stored in the online lead management system or routed directly to specific agents