2015 CRM Solutions: A Vendor Spectrum
Customer relationship management systems are one of the components in many insurers’ application maps. Although CRM solutions are not unique to the insurance industry like policy administration or claims systems, they are still key technologies used to manage relationships with customers, whether customers are defined as agents/distributors, claimants, policyholders, or prospects.
In the report 2015 CRM Solutions: A Vendor Spectrum, Celent provides an overview of the insurance-focused CRM systems available for insurance carriers. The report profiles 11 solutions from 11 vendors, providing an overview of functionality, customer base, lines of business supported, and the technology, implementation, pricing, and support.
As such, it seeks to answer three key questions.
“There are hundreds of CRM solutions available today from firms large and small, well-known and obscure,” says Karlyn Carnahan, a research director with Celent’s Insurance practice and the author of the report. “We are seeing more carrier interest this year than in prior years as carriers focus on improving the customer experience.”
This report is focused on enterprise solutions for larger-scale organizations similar to most US insurance firms. The report does not include CRM solutions that are appropriate for small organizations such as independent agencies or advisors. It also does not address horizontal solutions that are not specifically targeting the insurance industry with tailored capabilities.
- Acidaes Solutions
- AddACCION S.A.
- Client Marketing Systems
- Intellect SEEC
This report contains 12 figures and 33 tables.
Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].
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Table of Contents
Acidaes Solutions Pvt Ltd.: CRMnext
AddACCION S.A.: AddACCION UI
Client Marketing Systems, Inc.: Advisors Assistant
Ebix, Inc.: SmartOffice
Goldmine, a division of Heat Software, Inc.: Goldmine Premium Edition
Intellect SEEC: Digital Distribution Suite – Pipeline Management
Microsoft Corporation: Microsoft Dynamics CRM
NexJ Systems Inc.; NexJ Contact for Insurance
Pegasystems Inc.: Pega 7
Salesforce: Sales Cloud
SAP SE: SAP Cloud for Customer
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