ERP Solutions for the Finance and Insurance Industry
A falling economy has triggered rising competition for banking, money management, brokerage, and insurance customers. Because of this, it is vital that you have the technology in place to offer extraordinary financial and other value-added services to your existing clients as well as to entice new customers.
Sage ERP offer powerful customer relationship management (CRM) tools to provide your client representatives with the information they need at a glance. Insurance companies can use Sage ERP solutions to consolidate this data with the information from claims or policy management systems to give employees, agents, and customer service representatives a top-down view of customers’ portfolios.
Having this level of information on hand will result in better service, as well as up-sell and cross-sell opportunities.
Effectively Manage Customer Data
- Save time in researching customer history and preferences by accessing data from multiple databases at once.
- Expand sales opportunities by analyzing customer activity and needs in order to increase cross-sell and up-sell opportunities.
Streamline Administrative Activities
- Automate billing and make matching payments more easily with integrated billing systems.
- Simplify day-to-day administrative processes by connecting all systems, including billing, HR, sales, and customer service, through one integrated solution.
- Reduce risk and ensure compliance by incorporating updated government regulations as they become available.
Connect Insurance Systems and Processes
- Prevent errors commonly associated with rekeying data by integrating claims, quote, and policy management systems with automated workflow processes and internal billing systems.
- Maintain documents in a single location and eliminate wasted paper with document management and OCR capabilities for documents like insurance and ID certiﬁcates.
- Empower your brokers, agents, and customers by providing a self-service web-based platform they can connect to from any location.