BDO Solutions for Benefits Consultants

BDO Solutions for Benefits Consultants

This brochure describes in detail how BDO helps employee benefits consultants deal with and manage the challenges of for their internal systems.

There are many features and benefits including:

  • Customized accounts and contacts specific to
    the employee benefits consulting industry
  • Customized entities for corporate products,
    carriers, individual products, reviews,
    amendments and revenue
  • Integration with Microsoft SharePoint for
    document management
  • Customized workflows for automatic creation
    and tracking of existing processes
  • Automatic integration with Microsoft
    Outlook and mobile devices
  • Ability to interface with existing accounting
    systems to eliminate duplicate entry of data

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