BTerrell Group Blog

Sage ERP Accpac for the Insurance Industry

Posted by Meredith Gooch on Fri, Apr 20, 2012

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.

Need more reasons to consider Sage ERP Accpac? Contact us today!

Tags: sage erp accpac, Sage 300 ERP, Sage ERP, Sage ERP 300, ERP for insurance industry, insurance ERP

Sage ERP Accpac for Financial Institutions

Posted by Meredith Gooch on Thu, Mar 15, 2012

To stay competitive in today’s global economy, you need more than simple financial accountability and compliance. Financial-based businesses all depend on real-time visibility, collaboration, agility, and most of all compliance in order to achieve success. With Sage ERP Accpac (soon to be called Sage 300 ERP), you benefit from functionality that allows you to:

  • Focus on improving customer care through workflow and tasks managed by Service Level Agreements (SLAs).
  • Eliminate information silos caused by disparate systems and get a holistic view of the company, allowing you to integrate with legacy operational systems to get a consolidated history of your customer.
  • Analyze data for cross-sell and up-sell opportunities while delivering  better service and improved productivity through coordination of products and resources.
  • Attract and retain customers as well as extend services into existing customer relationships.

Contact us today to learn more about how we've helped others in your similar situations by relying on the rock-solid financials, reporting, and business intelligence and transactional analysis capabilities of Sage ERP Accpac.

Tags: sage erp accpac, Sage 300 ERP, Sage ERP, Sage ERP 300, ERP for finance, finance industry ERP, ERP for financial institutions

Sage ERP Accpac for the Service Industry

Posted by Meredith Gooch on Fri, Feb 24, 2012

Sage provides a completely integrated suite of applications to streamline your service and support processes at virtually any touch point. As the owner or manager of a service-based business, you know that the key to success is a streamlined and efficient method to get information to your staff when they need it. This information, as you know, must flow throughout the business, from the call center, to the road warriors, and ultimately to your customers.

As your business looks for cost-effective ways to satisfy customer demands and increase the bottom line, Sage ERP Accpac (soon to be called Sage 300 ERP) provides a highly adaptable solution that allows you to accelerate growth. Sage ERP Accpac enables you to envision (and achieve!) success with the ability to expand the number of locations and services you provide to effectively meet customer expectations. You'll also improve productivity and keep your costs low with a comprehensive business management solution that is available ANYTIME, ANYWHERE and supports multiple technologies, databases, and operating systems. Benefits from flexible functionality that helps in contracting, job cost management, preventative maintenance, equipment servicing, office automation, telecommunications, or any significant service industry including:

  • A complete suite of modules that enable services companies to manage and integrate all customer communications, embracing all channels of communication.
  • Quote management tracking and policy management with automated workflows.
  • Improved risk assessment through better management, storage, and access of information by the business units.
  • Effective management of labor scheduling, parts and stock availability, job profitability, RMAs, site equipment records, and your customer relationships.
  • Ability to create service level agreements (SLAs), warranty, and meter agreements, including preventative maintenance to monitor and support your customers.
  • Capabilities that allow your employees to modify and create jobs over the Internet using the employee portal or let your customers save time and money by logging jobs and viewing information over the customer portal in a self-service process.
  • Better management, better control, better information...better profitability and service!

Contact us today to learn how we've helped other service companies like yours achieve great results!

Tags: sage erp accpac, Sage 300 ERP, Sage ERP, ERP for service industry, ERP for service company, Sage ERP 300