Products

miEdge CRM Data Integration

Bridge the gap between miEdge Insurance and Financial prospecting solutions and the leading CRM platforms.

miEdge provides the most advanced integration by a Form 5500 data prospecting solution to offer Employee Benefits, Financial Services, and Property & Casualty professionals connectivity to the full power of the leading CRM platforms.

Enterprise subscribers will gain unique insights for account intelligence, prospect targeting, opportunity scoring, and data cleansing all from within their native CRM platform.

miEdge CRM Data Integration gives you:

  • miEdge data within your existing CRM system user interface
  • Better account and prospect intelligence with less effort
  • Increased utilization of CRM platform
  • Reduced training requirements
  • Integrated miEdge data fields into CRM account ranking and scoring
  • Automatically keeps account and prospect data in sync and updated each month
  • Quickly match and append new records

The Salesforce miEdge CRM Data Integration Connector is available on the Salesforce AppExchange.

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To learn more about miEdge CRM Integration email This email address is being protected from spambots. You need JavaScript enabled to view it. or call 877-9-miEdge x1.

Customers Who Have the Edge...

  • 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.

    20 Mary E. Clark Drive, Ste 10, Hampstead, NH 03841

  • 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

    Elm St., Ste 301, Manchester, NH 03101

  • 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

    1345 East Chandler Boulevard, Building 1, Suite 103, Phoenix, AZ 85048

  • 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

  • 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.

    420 Lexington Avenue, Suite 2700, New York, NY 10170

  • 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

    1100 Elm Street, Manchester, NH 03101

  • 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

    160 Chubb Ave., Lyndhurst, NJ 07071

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