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

Manage User Authorizations in Multiple Companies in Sage ERP Accpac

Posted by Meredith Gooch on Wed, Apr 04, 2012

CodePartners recently developed an application for Sage ERP Accpac that allows you to manage user authorizations in multiple Accpac companies from one centralized location. The applicaiton shows all the companies defined in Sage ERP Accpac, along with activated modules, and allows selecting the Accpac Security Group to be assigned to the user for each module in each company. When the changes are saved, the application updates all Accpac companies respectively.

Check out the demo video below. This is a fantastic tool that can definitely save time and money!

Contact us today for more information about this add-on for Sage ERP Accpac.

Tags: Sage Accpac, sage erp accpac, CodePartners, multi-company security Accpac, multi-company security settings

Benefits of Sage ERP for Service, Financial, and Insurance Industries

Posted by Meredith Gooch on Mon, Apr 02, 2012

Whether your business is in the service, financial, or insurance industry, you'll find the right solution with Sage ERP Accpac (soon to be called Sage 300 ERP). How are we so certain? Take a look at some of the benefits:

  • Rock-solid financials, reporting, and business intelligence. The transactional analysis capability of all modules gives you more in-depth costing information in the general ledger.
  • 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 in the field.
  • Award-winning integrated e-marketing solution for effective marketing communications.


Discover the Sage ERP Accpac technology difference! Get one unified solution on which to build your business—enabling more efficient processing, more productive people, and the ability to gain real insight into your business. Sage ERP Accpac ensures your business is built on a solid foundation, providing superior architecture that gives you the power you need today with the flexibility to adapt tomorrow. Reap the rewards of a global reach solution with the breadth of functionality to support multi-entity and multi-national organizations, with the local touch needed for your business. Your newfound freedom of choice is supported by a collaborative ecosystem ensuring success for the life of your business. And of course, with over 30 years of supporting businesses just like yours, Sage technology is proven, reliable, and experienced.

That being said it is obvious why Sage is the way to go, but why BTerrell Group? We are the right choice for your ERP partner because of our 20+ years of history in the business, our team of dedicated consultants and software developers who work tirelessly to ensure they deliver sustainable winning results, and our dedication to help businesses like yours discover and elimnate internal business challenges through software and services. Contact us to begin the conversation that could yield strategic, profitable results for your company!

Tags: sage erp accpac, Sage 300 ERP, Sage ERP for service, Sage ERP for financial, Sage ERP for insurance

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

Frozen Food Manufacturer Reaps Benefits from Integrated Systems

Posted by Meredith Gooch on Fri, Mar 09, 2012

A frozen food manufacturer and long time client of BTerrell Group describes their success with Sage ERP Accpac, MISys Manufacturing, ACCU-DART bar code, and BTerrell Group in this success story.

They turn inventory every three weeks instead of their previous six times a year. This translates into a savings of over $400,000 which is a tremendous improvement in cash flow.

The accurate order fill rate is nearly 100%, and they are able to meet the demands of their customers which sometimes include short lead times.

By automating their manufacturing and distribution processes, they have been able to handle a greater volume of growth without adding more staff.

Read the full story.

Frozen Food Manufacturer


Tags: sage erp accpac, ACCU-DART, MISys Manufacturing, BTerrell Group, MISys, bar code for Accpac, bar code scan for Sage, bar code scan Accpac, manufactuing ERP, manufacturing accpac