This 11-page buyer's guide looks at mitigating the risks of data breaches with liability insurance; how to finance your organisation's technology platforms; and funding software investment for the economic recovery while budgets remain tight.
In this exclusive case study, pick up tips and tricks for your organization in your journey to transition your legacy CCM software to a new system. Discover how one North American insurance agency was able to achieve outstanding customer service.
New rules have spawned an army of consultants, vendors and solutions to address the "compliance" problem. Read this paper to learn how to turn the compliance challenge into a business advantage.
Read this report to learn how Forrester Research rated 24 CRM solutions in terms of their strengths and weaknesses in supporting four key cross-functional processes in the finance and insurance industry.
Access this case study to read about how an insurance company leveraged an automated conversion strategy to upload applications almost instantly to their management system. Discover how you can implement a similar system to facilitate the automation of submitting application forms.
Because Mid-Vermont's software was not meeting their client expectations they deployed NueMD, an Internet-based practice management solution, resulting in substantial savings in time and money.
The market-leading Infor CRM Epiphany suite was designed with the needs of today's insurance companies in mind. It delivers what you need to execute a customer retention and growth strategy by delivering a single view of customer interactions across business.
Insurance agents across the country are saving time, saving money and writing more business using AppReader: The automated form conversion solution that allows applications to upload instantly to carrier systems, regardless of agency management system. Read on and find how how AppReader can benefit your business.
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