Insurance companies have unique requirements. To increase your success with new technology systems you should work with a company that has proven experience with agencies like yours. Here are several powerful things the Crowe CRM team did for insurance agencies using Microsoft Dynamics 365: Implemented Microsoft Dynamics 365 CRM for an Insurance Agency who used […]
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HIPAA and CRM: Is Your CRM System HIPAA Capable?
We have a lot of customers in the Insurance Industry, specifically dealing with Health Plans. As we help them implement and manage their CRM envionments, we have become very well acquainted with HIPAA (Health Insurance Portability and Accountability Act) and the issues that can surface when trying to manage a system where HIPAA rules apply. This is a deep and far […]
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