SAGE Accpac CRM for Insurance

SageCRM is part of the Sage Accpac Extended Enterprise Suites give you a 360 degree views of your business.

Whether your business is in the Service, Financial or Insurance industry, CAREWARE has the solution for you with the award winning selection of Accpac ERP modules in conjunction with our Customer Relationship Management product – SAGE CRM.

SAGE Accpac CRM for Insurance

SAGE Accpac CRMfor the Insurance Industry allows you to Consolidate claims management, policy management and application management with OCR and document management capabilities. This in turn allows your employees, agents and CSRs (customer service representatives) with a holistic view of your customer’s

portfolio. This level of information at your fingertips will result in better service, up sell and cross sell opportunities as well as targeted marketing campaigns and activities through key attribute profiling.

SAGE Accpac CRM for Insurance provides the following key benefits

• Complete suite of modules that enables insurance companies to manage and integrate all customer communications embracing all channels of communication through one view. This increases productivity and efficiency throughout the sales force.

• SAGE Accpac CRM embraces all sale channels including brokers, agents, call centres as well as direct employees.

• Manage Claims with integration to external claims/billing systems.

• Quote Management and Policy Management tracking with automated workflows.

• Claims Management with integration to web self service.

• Complete document management and OCR capabilities for storing

all documents such as insurance certificates, ID certificates etc.

• Risk assessment is improved through managing and storing all information and having access to live data from all business unit Self service allows a web based integration platform to manage relationships with insurance brokers, agents as well as customers.

• Customer service costs should reduce as self service is introduced to reduce call burden.

• By integrating with billing systems, this assists with automating the billing process and matching payments.

Service Manager 5.6A Released Today!

Technisoft is proud to announce the release today of Service Manager 5.6A for Sage Accpac ERP 100/200/500 5.6

Service Manager 5.6A

Service Manager 5.6A is a full major upgrade release with significant internal changes to accommodate the new features of Sage Accpac 5.6A. Service Manager 5.6A is fully compliant with all core Sage Accpac ERP 5.6A modules.

Enhancements and new features include:

• Fully accommodated the new Serialized Inventory and Lot Tracking features of IC 5.6A including the new SN and LT costing methods.

• A new usage Agreement Type has been added allowing a ($) Dollar Financial performance usage tracking function including automatic re billing when a "Threshold" level as specified is reached.

• New Budget Editor displays Budget consolidated by Phase. Compare Original Budget, Current Budget, Actual and Variance. Includes Mark-up on Cost by % options.

• New Equipment Task Listing Report

• All views have been upgraded to the 5.6A Template so they adopt current Sage Accpac ERP performance and enhancements, improved memory management, and new single stream Data Activation methods.

• Significant performance enhancements in the Multi Post and Posting Schedules programs.

• It is now possible to add multiple Internal Equipment to a job at once without the necessity of using Transfer function

• Auto Create Equipment has been significantly enhanced to minimize user intervention.

• Equipment may now be marked as Site or Internal.

• Internal Equipment and Subcontractor resources may now be assigned and managed as Job resources.

• Merged the Service Manager Day End Processing into the IC Day End Processing so the same Sequence is used.

• Comments can now be entered for each Task Activity in Document Entry.

• Added the ability to bulk update Job information after posting of Maintenance Worksheets.

• Added the test results to Maintenance Loading to show the values tested and their results.

• Meter readings are now present in the Maintenance Loading transactions.

• Enhancements to Meter Warning settings and predicted Reading options.

As many of you are aware a completely new Job Manager Scheduling and Planning tool is in development.

For more information please visit : http://www.careware.com.my/index.php?mid=1769
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Sage Accpac ERP for Engineering and Project Consulting companies

 Engineering Services and Project Consulting companies can keep their projects ‘on track’ with Sage Accpac ERP

What business challenges made it necessary for the project engineering vertical to adopt Sage Accpac ERP solution?

Our customers faced typical challenges related project and material management. For every project that is won, post analysis and requirement scoping, a detailed design and component selection is undertaken. A Bill of materials is then created which goes to the purchase department wherein it has to be logged in against the specific project. In such a complex scenario there is a major challenge in material management, tracking and planning. Also since there are various costs to be incorporated into the project billing, such as material cost, time cost of man-hours spent by personnel from multiple departments, you require a system that could ensure accurate time and materials costing. The billing process is also quite complex as invoices need to be raised at any phase of the project. To summarize accurate project cost visibility across all phases is a major challenge

Apart from needing a project job costing solution, there is also a requirement for robust accounting software tightly integrated with the project job costing module to ensure accurate financial visibility.

What are the modules of Sage Accpac ERP used in this vertical?

Purchase Order, Inventory Control, Project and Job Costing, General Ledger, Accounts Receivable, Accounts Payable and Optional Fields are the modules which the Sage Accpac ERP system for this vertical.

How has the process improved and what are the benefits accrued with the implementation of Sage Accpac ERP?

• Project Engineering companies require strong material management. The Project Job Costing module of Sage Accpac ERP enables companies to do efficient material management, keep inventory costs under control and streamline material procurement process. The benefit- timely delivery to customers

• Sage Accpac ERP with its project cost tracking capabilities ensures accurate tracking of various cost elements relating to people, material and travel. Since it automatically tracks the project cost throughout its life cycle, it allows the managers to keep track of project profitability at all times.

• Tight integration of the Project and Job Costing system with finance and purchase functions benefit to evade duplication of entries and ensures accuracy of data. Also the automated billing features in the job cost accounting software streamlines customer invoicing this makes certain there are no leakages in the billing and it takes place on time.

SAGE CRM for Financial

SageCRM is part of the Sage Accpac Extended Enterprise Suites give you a 360 degree views of your business.

Whether your business is in the Service, Financial or Insurance industry, CAREWARE has the solution for you with the award winning selection of Accpac ERP modules in conjunction with our Customer Relationship Management product – SAGE CRM.

SAGE CRM for Financial

SAGE Accpac ERP provides a complete solution for sales, marketing, and customer service. The markets that SAGE Accpac serve include banking, institutional finance, wealth management, capital and brokerage. As commission revenues reduce, financial institutions are faced with huge demands to better manage customers’ portfolios to deliver a service that warrants solid return.

SAGE Accpac’s suite of solutions include the following core

Deliver proactive targeted marketing on wealth management and tailored plans and proactive.

• Focus on improving customer care through workflowed and SLA managed tasks.

• Remove islands of information caused by disparate systems.

• Deliver a holistic view to solve specific issues – company wide.

• Integrate to Sage Accpac operational system of your customer.

• Allow cross selling and up selling and better co-ordination of products and resources.

• Deliver better service and improved productivity.

• The integrated modules look to assist organisations to attain and retain customers as well as extend services into existing customer relationships for increased profitability and improved productivity. Naturally, by retaining all interactions, it is possible to analyse data for cross selling and up selling capabilities.