Most insurance industries need 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. With Sage ERP Accpac (soon to be called Sage 300 ERP), you can benefit from functionality that allows you to accomplish these goals, so you can:
- Provide your employees, agents, and customer service representatives with a holistic view of your customers' portfolios.
- Create better service, up-sell, and cross-sell opportunities.
- Create targeted marketing campaigns and activities through key attribute profiling.
- Complete document management and OCR capabilities for storing all documents, such as insurance and ID certificates.
- Use Sage CRM to streamline sales channels, including brokers, agents, call centers, and employees. You can even create a self-service portal.