Key Highlights Agencies that rely on spreadsheets or shared folders face growing risks, inefficiencies, and data silos. Off-the-shelf CRMs like Salesforce or HubSpot often require costly customization to support insurance workflows. Custom-built CRM systems offer control but become expensive to maintain and difficult to update. Broker-focused CRM tools built on Microsoft Dynamics 365 deliver policy,...

Why Work IQ Matters for Modern Businesses At Microsoft Ignite 2025, Work IQ was revealed as a cornerstone of Microsoft’s agentic vision—a breakthrough in how AI understands and adapts to your work context. In today’s fast-paced digital workplace, productivity isn’t just about working harder—it’s about working smarter. Work IQ introduces a new era of intelligent...

If you are frustrated by the reality that your most talented people are spending more time managing processes than driving innovation, you are not alone. For too long, businesses have accepted administrative drudgery as the necessary cost of operations, but this friction is the silent enemy of true growth and operational excellence. It is time...

  Whether you’re planning a new Salesforce rollout or managing day-to-day operations, knowing the impact of storage limits is crucial. You definitely don’t want to be surprised by a “Storage Limit Exceeded” error. This guide, expanding on Salesforce’s official documentation, helps you diagnose your current Salesforce storage situation and provides remediation steps, cost considerations, and...

Microsoft Dynamics 365 Sales is built to help teams manage their pipelines more effectively and keep pace with customer activity. The platform reduces manual work, surfaces key insights at the right moment, and ensures sellers stay organized across every account—whether it’s a small lead or a major enterprise client. Below are three tools that can...

I have spent more than a decade working on the many iterations of Microsoft Dynamics 365 and seen it change over the years, but in that time the one thing that has stayed consistent is the need for and use of JavaScript to accomplish front end functionality goals. While powerful, you can run into issues...

Employee benefits brokers face a unique challenge: balancing client needs, carrier relationships, and regulatory compliance, all while running a profitable business. A good CRM for brokers can help, but finding the right one is easier said than done. Should you stick with spreadsheets, invest in off-the-shelf software, build a custom solution, or adopt an industry-specific...

Professional services organizations often face a delicate balancing act. They need to offer competitive pricing that attracts and retains clients, while still maintaining healthy margins that support business growth. Yet many firms rely on manual pricing methods or outdated spreadsheets. The result: inconsistent quotes, unpredictable revenue, and eroded trust when pricing discrepancies surface. For Revenue...

The big theme this year at Microsoft Ignite was Frontier Firms—companies that put AI at the center of their operations to work smarter, move faster, and stay ahead. Microsoft announced new tools and features that make this possible. Frontier Firm AI Initiative at Microsoft Ignite 2025 Microsoft is launching resources and partnerships (including Harvard Business...

Startups, independent designers, and marketing agencies live and die by their ideas. The moment a breakthrough concept is drafted, a prototype is logged, or a client deliverable is sent, it becomes an asset. But how do you defend those intangible assets? When an idea is challenged by a patent troll, a disgruntled client, or a...