The Best Outlook Integration...Hands Down

From follow-ups to client service issues, there is no system more powerful than Benefit Zone for streamlining your service needs.

Outlook Integration as a Core Component of your Agency CRM

INDUSTRY'S DEEPEST OUTLOOK INTEGRATION

It’s so much more than syncing emails. Leverage the power of client dashboards, policy lists, task management, all inside Outlook.

WINDOWS OR MAC, WHY CHOOSE?

Benefit Zone’s Microsoft Outlook integration is built for both PC and Mac, providing unparalleled capabilities to manage your clients in Outlook.

ONE-CLICK EMAIL SYNCING

File emails and attachments directly into the client history folder, carrier history folder or other records in your agency CRM.

AUTOMATICALLY SAVE EMAIL ATTACHMENTS

Attachments are automatically saved alongside the email, providing attachment and email access to the whole team.

Benefit Zone Inside Microsoft Outlook

CLIENT DASHBOARDS INSIDE OUTLOOK

Client dashboards put your data where you need it most, directly inside your email program. From policies to benefit elections, it’s all there.

VIEW CLIENT POLICY DATA INSIDE OUTLOOK

What medical plans does the group have? Which medical plan is this employee enrolled in? All easily accessed in your Outlook client dashboard.

MANANGE CLIENT SERVICE ISSUES AND TASKS

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 CLIENT HISTORY

Review open issues and recent history before replying, ensuring you are sending the best response to your client.