INSURANCE

The Insurance industry has been marked by consolidation, growth in assets under management, and increasingly complex channel marketing requirements. With ongoing competitive pressure, efficiently managing wholesalers, distributors and channel partners are top priorities for this industry. Today's insurance companies, like financial service firms, need to deliver the highest degree of service and personalization.

Infinity’s CRM solutions for Insurance meet this challenge providing the seamless coordination between sales, marketing and client service needed to improve performance and profitability. Infinity’s CRM solutions for Insurance are comprehensive, enabling numerous insurance companies to identify and maintain the loyalty of their most profitable clients.

With Infinity’s CRM solutions for Insurance, you can focus on profitable relationships and increasing market share:

•	Improve collaboration and streamline communication by consolidating and sharing client,   prospect and consultant information in a centralized database
•	Immediately access critical and accurate information including top clients by representative,   branch and firm
•	Increase client retention by providing more personalized service and tailored reports
•	Shorten the sales cycle by effectively managing and assessing opportunities in your sales    pipeline
•	Boost productivity by eliminating tedious paper-based administration and automate key    processes
•	Efficiently manage compliancy by instantly generating key reports

Investor Relationship Management Features:

•	Client, Registered Account and Organizations Levels to capture complex relationships
•	Award-winning Contact Management to track all activity - interaction & communication
•	Powerful Queries and Look-ups for profiling and segmentation
•	Automation to implement business processes to automate key tasks
•	Track Complex Relationships between wholesalers, distributors and third parties

Full System Integration:

•	Fully integrated with Outlook and the Microsoft Office Suite makes our solution intuitive for users
•	Mobile solutions for PDAs, laptop synchronization, and available web client
•	Quickly access account information from back-office systems