Wipfli to demonstrate Wipfli Connect for Insurance CRM tool at IASA Conference

May 19, 2014
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Wipfli LLP, a leading CPA and consulting firm, will be showcasing its Wipfli Connect for Insurance tool at the 2014 IASA Annual Education Conference & Business Show from June 8 to June 11 in Indianapolis, Indiana, at Booth 1427.
Wipfli Connect for Insurance is a relationship management tool designed specifically for the insurance industry. Built on Microsoft Dynamics® CRM, Wipfli Connect offers users a 360-degree view of policyholders and turns data into actionable information that insurance companies can use to manage policyholder information, renewals and processes, and enhance customer service and optimize communication.
Wipfli Connect for Insurance helps organizations to centrally manage customer information and interactions through a simple-to-use interface. It also:
  • Enhances customer service by streamlining communication flow and putting customer information in customers’ hands.
  • Improves customer retention by integrating service, sales and marketing.
  • Increases renewals and drives new business with greater cross-selling and upselling ability.
  • Supports best practices through integrated workflow and process control.
  • Improves processes and generates efficiencies.
  • Ensures better sales channel management and increases effectiveness of sales and marketing campaigns.
  • Offers a tailored solution for insurance companies.
Steve Kronsnoble, David Wagner, Kurt Hahlbeck, Andrew Ravenscroft and Nikole McMyler of Wipfli will participate in the conference and will be demonstrating the tool at Wipfli’s booth.
The firm’s Insurance Practice helps companies gain actionable insight from data, understand and serve clients, react quickly to economic and competitive changes, and modernize technology to support business objectives. 

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