Achieving high performance in an extremely regulated, commoditized market such as insurance & real estate, requires taking full control over the vast amount of customer data that circulates across an enterprise.
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We develop customized enterprise data management & CRM solutions for insurers, real estate brokers and mortgage banks |
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Custom EDM:
- Centralized repository of documents from varied sources such as claims processing, enterprise portals, enterprise resource planning, and customer relationship management.
- Simplified review, revision, and approval processes for any document, according to user-defined business rules.
- Simultaneous publishing of a single item via a Web site, e-mail, fax and print.
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Our repository of common software components & code enables us to focus on R&D and innovation when we create top class business tools such as a custom loan pre-qualification system or insurance products’ builder.
CRM, EDM solutions: |
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Rule-based document production
Powerful template management and design tools
Operational & collaborative CRM components
Business intelligence widgets
Custom pre-qualification & loan management systems
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