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.