Eliminate Missed Opportunities: Identify and Leverage Common Customers
In the group benefits industry, many carriers and brokers offer multiple products to employers using different administrative systems and CRM (Customer Relationship Management) tools. However, identifying employers who are customers across multiple products or systems can be challenging. This is often due to variations in names, addresses, or unique group customer identification numbers.
Understanding these “common customers” is crucial when expanding relationships, such as offering a new line of coverage. Knowing that an employer already uses one of your products provides a significant advantage, helping you approach them as a warm lead.
Benefeature, from the team behind AskGMS, simplifies this process by offering trusted, comprehensive business intelligence. With Benefeature, you can confidently identify opportunities to cross-sell or upsell products, armed with objective data. This eliminates potential missteps caused by missed existing relationships and equips your team to deliver tailored, data-driven solutions to prospective clients.