It’s so much more than syncing emails. Leverage the power of client dashboards, policy lists, task management, all inside Outlook.
Benefit Zone’s Microsoft Outlook integration is built for both PC and Mac, providing unparalleled capabilities to manage your clients in Outlook.
File emails and attachments directly into the client history folder, carrier history folder or other records in your agency CRM.
Attachments are automatically saved alongside the email, providing attachment and email access to the whole team.
Client dashboards put your data where you need it most, directly inside your email program. From policies to benefit elections, it’s all there.
What medical plans does the group have? Which medical plan is this employee enrolled in? All easily accessed in your Outlook client dashboard.
Create tasks from email, add emails as notes to existing tasks, delegate tasks to your team all directly inside Outlook via your client dashboard.
Review open issues and recent history before replying, ensuring you are sending the best response to your client.