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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report

This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.
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Insurance

  • Source: Technology Evaluation Centers
Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”).

Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business activities. Most insurance companies offer similar products, which makes competition quite fierce. Here are some of the characteristics of the insurance sector:
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Case Study: Celina Insurance Group

Celina Insurance Group, a mutual insurance carrier that serves eight states in the midwestern US, wanted to increase competitiveness against larger insurance carriers by integrating independent agents into business processes and providing superior services and support. Find out how a new collaborative extranet helped the company reduce policy turnaround times, improve service to agents and customers, and more.
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Westwood Insurance Chooses MAS 500 for Integration Capabilities

For ten years, California (US)-based Westwood Insurance used an off-site bureau for all accounting, financial, and insurance data management. In 1996, the rapidly growing division of the century-old company decided to bring its systems in-house in order to improve productivity and cost effectiveness. After an evaluation of three accounting systems, the company turned to MAS 500.
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Delivering Superior Customer Value in Insurance

Effective management of customer data is a critical success factor for insurers. To provide products and service that stand out from the crowd, insurers need a 360-degree view of each customer that covers his or her entire experience with the company. Read this white paper on how information technology that supports tightly integrated, end-to-end business processes can increase insurer responsiveness and customer loyalty.
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Onyx-Delivering Excellence in Insurance

Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for service excellence.
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Amerisure Mutual Insurance Company

With 10 remote office locations spread across nine states, Amerisure was in need of a communications platform that would enable the company to enhance the distribution of information to employees. Employees located in satellite offices, with no direct access to the home office, can feel disconnected from corporate headquarters’ operations and activities. Amerisure needed to communicate to employees in a timely manner that would allow the flow of accurate, important information, whether that data be employee-specific, such as salary, job, or benefit information, or company news and updates. In addition to a centralized communication platform, the company wanted heightened management of its workforce through the use of business intelligence tools that would allow it to track trends and have improved monitoring capabilities for each location.
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New Market for Security Insurance

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Some insurance companies are now offering policies which protect companies against system, network, and website security losses. What do these policies offer corporations that they don't get in their standard General Liability Insurance Policy coverage?

Case Study: Euclid Insurance

Euclid Insurance needed to allow clients and carriers to securely transfer sensitive data without straining the company’s IT resources or forcing use of cumbersome encryption keys. Euclid standardized its data security with an online data storage solution. Find out about the benefits, including secure online file sharing and collaboration; auditable document access for regulatory compliance; and lower cost of operations.
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CRM for Financial and Insurance Markets Software Evaluation Report

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This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.
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