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News : Vertafore and Microsoft Extend Technology Capabilities for Insurance Producers
Bothell, WA, USA, Feb 18, 2016 -- Vertafore, a provider in modern insurance technology, announced the launch of Vertafore Agency SalesTrack™, a customer relationship management (CRM) system built on Microsoft Dynamics CRM(R). Customized for independent insurance agents, SalesTrack integrates with AMS 360(R) to centralize customer information and increase visibility into the key performance indicators (KPIs) impacting insurance sales. Vertafore and Microsoft have partnered to create this solution, giving agents a competitive advantage to improve win rates, shorten sales cycles, maximize deal profitability, and better align with the customer buying process.
"Built on Dynamics CRM, Vertafore’s Agency SalesTrack solution addresses the key challenges insurance agents face today," said Tom Feher, U.S. Financial Services Industry Director, Microsoft Corporation. "Working with the rich features and capabilities of Dynamics CRM, Vertafore’s SalesTrack Solution provides a 360 view of their production pipeline as well as the details needed to service clients. This increases agent productivity by eliminating duplicate data entry, enabling agents to not only meet their sales quota, but also provide exemplary service to their clients."
"We evaluated the major software providers in the CRM space, and we are really excited to partner with Microsoft Dynamics," said Greg Wright, SVP, Agency and Carrier Solutions at Vertafore. "Together, we’re developing solutions for the independent insurance channel at incredible speed. The launch of Vertafore Agency SalesTrack helps independent agencies adapt and meet the evolving need of consumers and the insured so producers can focus on what they do best: selling insurance."
Posted by Veronica Silva Cusi, news correspondent
Today's Tip of the Day - Understand Your Business
More Editorial From Microsoft
At Microsoft, we're motivated and inspired every day by how our customers use our software to find creative solutions to business problems, develop breakthrough ideas, and stay connected to what's most important to them. We are committed long term to the mission of helping our customers realize their full potential. Just as we constantly update and improve our products, we want to continually evolve our company to be in the best position to accelerate new technologies as they emerge and to better serve our customers.
Vertafore delivers cloud-based insurance software and services that transform the business of insurance. With the largest customer-base in the industry, more than 20,000 agencies and carriers leverage Vertafore’s insurance solutions that are built on today’s most advanced cloud, mobile, and information technology platforms.
Published: Tuesday, February 23, 2016