Category Trending Articles

The Need for CRM in Banking Sector

Today banking has become much more than just borrowing and lending. The customers expect more from banks rather than just having excellent facilities for checking their accounts or ease of credit; they expect you to give them sound financial advice…

photo3

How to Market a New Insurance CRM Idea?

In our other articles, customers were the end-users. This article takes a viewpoint where the insurers are our end-users here.  So you have a new insurance CRM idea, and you are looking to market it successfully.  The old techniques have…

crm 1

What are the Advantages of Insurance CRM?

How important is customer relationship management can be understood by a single stat – As per American Express, 33 percent of Americans say that they will consider switching clients after merely a single instance of poor service. We all have…

What is Insurance Agency Management System?

In general terms, the agency management system or AMS is a Software-as-a-Service (SaaS) offering that helps organizations to run their businesses effectively. When it comes to the insurance sector, their job is no different; a well-designed AMS is a location…