Media

miEdge releases Microsoft Dynamics 365 CRM integration with real-time sync

New Boston, NH – January 22nd, 2018 miEdge, the premier provider of prospecting data and analytic solutions to the insurance industry, announced today the completion of its integration to Microsoft Dynamics 365. This is the most advanced integration by a data prospecting solution to offer Employee Benefits and Property & Casualty professionals connectivity to the Dynamics 365 CRM platform.

The miEdge Dynamics 365 integration allows customers to match and append their lead or account data as well as keep the records updated with the latest data on an ongoing basis.

miEdge provides 3 points of integration with Dynamics 365:

  • Instant creation of a new lead or account in Dynamics 365 from an employer profile in miEdge
  • Instant match and append of miEdge data to any lead or account in Dynamics 365
  • Bulk match and append to ensure all miEdge data is current and up-to-date in Dynamics 365 on a nightly basis

miEdge uses its proprietary business logic and unique numbering system to provide the cleanest and most up to date information on the market. miEdge Enterprise subscribers now have the combined benefits of both the data-rich miEdge prospecting solution and the full range of Dynamics 365 tools for an unprecedented competitive advantage.

Mark Smith, Founder, and CEO said, “We worked with our key customers to design and create our integration with Dynamics 365 so that it would be a game changer for the Employee Benefits and Property & Casualty industries. Having current accurate data within the Dynamics 365 platform, customized to fit the specific needs of our clients with real-time syncing allows sales professionals to have ready, actionable data at their fingertips to help grow their business fast.

James St. Jean, miEdge Chief Technology Officer comments “Some of our largest clients rely on Dynamics 365 to manage their sales process. Now they can have access to unique miEdge insights for use in account intelligence, prospect targeting, opportunity scoring, and data cleansing all from within their native CRM environment.

The miEdge Dynamics 365 connector is available to licensed miEdge customers.

About miEdge 
miEdge™ is the premier provider of lead generation, data analytics and prospecting solutions specifically designed for insurance & financial service professionals. The innovative miEdge™ solution utilizes multiple data sources and applies proprietary business logic, along with algorithms, machine learning and data cleansing to provide unrivaled data intelligence in an easy to use intuitive interface. miEdge technology solutions include: employee benefits Health & Welfare, Property & Casualty, and Retirement/Financial Services prospecting. Visit www.miedge.biz to learn more.

It's Easy to Sign Up and Start Using miEdge

Subscriptions as low as $19.99 per month! Sign Up Today

Customers Who Have the Edge...
Image is not available
miEdge is the first tool we have found that can provide us real time 5500 data intelligence. The data is up to date and accurate so we feel confident using its dynamic search feature to find companies that may be out of compliance. As a UBA member firm, our partnership with miEdge is invaluable.
Trygve Halverson
Vice President, Granite Group Benefits
Customers Who Have the Edge...
Image is not available
miEdge has been a life saver on time and energy to identify the right prospects in our area! It's up to date technology and sorting features makes it easy to track, identify, and develop the proper marketing strategy to land new business. We would highly recommend this system to all.
Bryan G. Yates
Business Serv & Dev Advisor, The Bagnall Company
Customers Who Have the Edge...
Image is not available
We have used FreeERISA, Judy Diamond and many others, but nothing compares to the user-friendly miEdge system. Their 5500 information is very accurate and updated regularly. We've found this gives us a distinct advantage when meeting with a prospect to discuss fees and whether they are in compliance. If you're considering purchasing a prospecting database, I would highly recommend you contact the miEdge team for an overview.
Tim Elkin
Regional Territory Executive, Vitals-SmartShopper
Customers Who Have the Edge...
Image is not available
Landmark Benefits has been using miEdge for a couple years and have found the product to be instrumental in our dramatic growth during this time.
Thomas M. Harte
President, Landmark Benefits, Inc.
Customers Who Have the Edge...
Image is not available
miEdge has allowed DeWitt Stern to focus its energy on the market segment that fits our service model. miEdge is not just a user friendly competitive data base, but a resource which enables us to create comprehensive client specific intelligence used in peer benchmarking. Our client and prospects appreciate the fact that we have taken the time to understand them before we meet. miEdge made the public 5500 data always available, usable in a dynamic, but accurate format. We look forward to growing with you.
Edmund J. White
Managing Director, DeWitt Stern Group Planning Services, LLC.
Customers Who Have the Edge...
Image is not available
miEdge has been a game changer for prospecting! Easy to use, tons of search parameters, easily extractable data and great customer service. I can’t imagine doing without it! Thanks miEdge!

Michael Rider
Employee Benefits Insurance Agent, AssuredPartners NL
Customers Who Have the Edge...
Image is not available
miEdge has been the most effective prospecting software I have ever used. I literally feel like I'm cheating every time I log in.
Anthony R. Cabana
Vice President-Benefits, Cross Insurance
Slider
Slider

Connect with us...