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Implementing a new CRM system can present some challenges, such as user adoption, training and data quality. These challenges are amplified in industries with very high employee turnover.
We invite you to join Cory Haynes, Head of Financial Services Vertical GTM and Kelly Ward, Sales Engineer – Apttus Intelligent Cloud for a webinar on Tuesday, August 29th at Noon Eastern. Save your Seat today! Your customers are more demanding than ever.
Insurance agents regularly need to access multiple systems to do their jobs. Data for clients, policies, applications, and renewals will live in the policy management system, while prospective client data and opportunity pipeline will be managed in a CRM system like Dynamics 365.
In April 2017 the Department of Labor’s new ruling on fiduciary responsibility in regard to retirement accounts will go into effect. While there will be a transition period through Jan.
At Hitachi Solutions we specialize in helping clients like you implement and utilize solutions that have been built specifically for your industry and business. One of our greatest assets and differentiators in the CRM space is our deep breadth of insurance industry knowledge.