A Day in the Life Webinar Series

From BPA Solutions

BPA Client Case Study Webinar: PATH Administrators

Wednesday October 29 th, 12 PM EDT

This event has already taken place.

Watch the video from the webinar.

Configuring SharePoint CRM to Meet Business Objectives – Client Case Study Webinar

PATH Administrators is a 30+ year old third party administrator based in Central Pennsylvania that specializes in Taft Hartley health and welfare plans, annuity plans, pension plans and single employer health plans. PATH Admin wanted to use their existing SharePoint platform to manage their day-to-day activity in managing key relationships between clients, brokers and renewals.

BPA’s CRM platform for SharePoint provided a solution for PATH, delivering a highly configured solution with exceedingly intuitive user navigation.

Want to learn more about the process? Join us for a webinar that will review the challenging requirements that led PATH Admin to adopt BPA CRM for SharePoint. We’ll discuss their experience during the configuration process with Keith Maselli, President of PATH Administrators, and take you on a guided tour of their CRM system as well.

If you use SharePoint and you want to better manage the relationships that are important to you, this is a “can’t miss” event. Sign up today to learn what BPA CRM for SharePoint can do for you using a real-life case study.

BPA CRM has helped to streamline our communication within the department as well as with outside entities such as the Governor’s Office or Legislature.