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.