Vertafore and Microsoft Extend Dynamics CRM Technology Capabilities for Insurance Producers

If your idea of insurance is century-old multiplex companies in downtown Hartford, Conn., guess again. Today, it is a highly competitive industry beset by startups and entrepreneurs, with a young and tech-hungry workforce, and clients whose expectations of service were shaped by Amazon and Uber.

Microsoft has partnered with Vertafore, an insurance technology provider, to provide an agency solution based on Dynamics CRM. Vertafore has announced the launch of Vertafore Agency SalesTrack, a solution built for independent insurance agents that integrates with Vertafore's Agency Managemet System AMS 360 to centralize customer information and increase visibility into the key performance indicators (KPIs) that impact insurance sales.


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About Dann Anthony Maurno

Dann Anthony Maurno is a seasoned business journalist who began his career as International Marketing Manager with Lilly Software, then moved on as a freelancer to write for such prestigious clients as CFO Magazine; Compliance Week;Manufacturing Business Technology; Decision Resources, Inc.; The Economist Intelligence Unit; and corporate clients such as Iron Mountain, Microsoft and SAP. He is the co-author of Thin Air: How Wireless Technology Supports Lean Initiatives(CRC/Productivity Press, 2010).

Dann can be reached at

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