User manual ACCPAC FINANCIAL INDUSTRY BROCHURE

[. . . ] Sage Accpac Extended Enterprise Suite Service, Financial, and Insurance Industries Whether your business is in the service, financial, or insurance industry, you'll find the right solution in the Sage Accpac Extended Enterprise Suite. [. . . ] In a world of decreasing commission revenues and no-fee self-serve transactions, financial institutions must understand and manage their customers' portfolios better in order to deliver a service that warrants solid return. benefits A holistic view of all customer interactions from call logs to dispute resolution Full job tracking and planning of resources and subcontractors Integrated call center with escalations and alert management Web and wireless access to information anywhere, anytime Full capability for mobile sales force and mobile technicians, allowing them to receive and process jobs on the move Award-winning integrated e-marketing solution for effective marketing communications Sage Accpac I Service, Financial, and Insurance Industries Sage Accpac Extended Enterprise Suite allows financial institutions to: · Deliver proactive targeted marketing on wealth management · Focus on improving customer care through workflow and tasks managed by Service Level Agreements · Eliminate information silos caused by disparate systems · Get a holistic view of the company · Integrate with legacy operational systems to get a consolidated history of your customer · Analyze data for cross-sell and up-sell opportunities · Deliver better service and improved productivity through coordination of products and resources · Attract and retain customers as well as extend services into existing customer relationships Sage Accpac Extended Enterprise Suite offers these benefits to the insurance industry: · A complete suite of modules that enables insurance companies to manage and integrate all customer communications, embracing all channels of communication · SageCRM to streamline sale channels, including brokers, agents, call centers, and employees · Claims management with integration to external claims/ billing systems · Quote management tracking and policy management with automated workflows · Claims management with integration to Web self-service · Complete document management and OCR capabilities for storing all documents, such as insurance and ID certificates · Improved risk assessment through better management, storage, and access of information by the business units · A self-service Web-based integration platform to manage relationships with insurance brokers, agents, and customers while lowering costs and reducing the number of calls to the call center · Integration with billing systems, so that billing and payment matching processes are automated Sage Accpac Extended Enterprise Suite for the Insurance Industry SageCRM allows the insurance industry to consolidate data from back-office systems that may include claims management, policy management, and application management with Optical Character Recognition (OCR) and document management capabilities. This in turn gives your employees, agents, and customer service representatives (CSRs) a holistic view of your customers' portfolios at their fingertips. This leads to better service, up-sell, and cross-sell opportunities as well as targeted marketing campaigns and activities through key attribute profiling. About sage north America Sage North America is part of The Sage Group plc, a leading global supplier of business management software and services. Sage North America employs approximately 4, 100 people and supports nearly 2. 9 million small and medium-size business customers. The Sage Group plc, formed in 1981, was floated on the London Stock Exchange in 1989 and now employs 14, 500 people and supports 5. 8 million customers worldwide. For more information, please visit the Web site at www. sagenorthamerica. com. 13888 Wireless Way Suite 120 Richmond BC V6V 0A3 tel. [. . . ] All other trademarks are the property of their respective owners. [. . . ]