Posts Tagged ‘CRM for Insurance’

Crowe's Logo How Insurance Agencies Can Simplify Commission Calculation From Multiple Carriers

Insurance agency owners need to pay their producers. At the end of the day, the carrier reconciliation process determines how much and when the producer, or salesperson, will get paid. The agency needs to stay on top of it to make sure all the money that was set to be paid has been collected so …

How Insurance Agencies Can Simplify Commission Calculation From Multiple Carriers Read More »

Crowe's Logo How Three Insurance Agencies Are Benefitting from Dynamics 365

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 …

How Three Insurance Agencies Are Benefitting from Dynamics 365 Read More »

Hitachi Solutions America, Ltd.'s Logo 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 …

HIPAA and CRM: Is Your CRM System HIPAA Capable? Read More »

 

Show Buttons
Hide Buttons