|
|
 |
|
 |
 |
| |
Interchange Solutions have created a solution that addresses the needs of our distributed sales team for managing contacts, leads, activities, communications and sales opportunities. And best of all, it works!!!
Ron Klowak
Federated Insurance |
|
 |
|
Insurance companies are able to extend their organizations influence with the use of Salesplace and with the customizations we have made specifically for the insurance industry. With our specialized "write report" for the insurance industry, insurance staff are able to record details of the claim on the spot with the client, and synchronize with the Salesplace server when they return to the office.
Further with our online policy forms and communications tracking, insurance companies are able to have all correspondence with a client or case in one location, and have them all accessible from Lotus Notes, and BlackBerry Wireless devices. Salesplace allows Insurance companies to automate their policy renewal process, manage broker inquiries, and manage relationships for providers. The Salesplace collaboration engine allows Insurance companies to effectively manage relationships with policyholders as well as multiple buying groups – all in real time.
With the Salesplace integration tool, data can be automatically transferred between Salesplace and different policy systems used within the Insurance industry – thereby allowing immediate access within Salesplace to information that can often be distributed across different computer platforms. Extending this information, along with the flexibility of dynamic forms within Salesplace, allows the sales field staff to build insurance policies on the fly.
Finally, Insurance companies can extend the entire wealth of information contained in Salesplace directly to their sales staff by leveraging our BlackBerry Salesplace mobile edition. All information contained in Salesplace can be wireless synchronized to the BlackBerry, allowing instant access to critical sales information while away from the office.
|
|