A falling economy has triggered rising competition for banking, money management, brokerage, and insurance customers. Because of this, it is vital that you have the technology in place to offer extraordinary financial and other value-added services to your existing clients as well as to entice new customers. ISM offers powerful customer relationship management (CRM) tools to provide your client representatives with the information they need at a glance. Insurance companies can use ISM ERP solutions to consolidate this data with the information from claims or policy management systems to give employees, agents, and customer service representatives a top-down view of customers’ portfolios. Having this level of information on hand will result in better service and provide up-sell opportunities.

Products

Do you…

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Waste time searching for client information in multiple databases?

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Want to have complete client profile information available at your fingertips when speaking with clients so you can take advantage of up-sell or cross-sell opportunities?

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Need to ensure government compliance the minute the new regulations go into effect?

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Want to provide your brokers, agents, and customers access to their information via a self-service web platform to streamline customer service and reduce routine phone calls?

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Wish there were an easier way to store client documents like insurance and ID certificates?

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Find there are too many errors caused by rekeying data in various systems for claims, quotes and policy management?

If you answered yes to one or more of the above, you need to talk with an ISM business consultant today to learn more about ISM Solutions for the Finance and Insurance Industry. No matter what your policy, ISM can help you design a professional business management system that will help you achieve your business goals.

Contact ISM for a Free Needs Assessment

Questions about Solutions for the Financial Industry?