Salentica Systems Inc., a leading provider of Client Management Systems and software solutions, based on Microsoft CRM 3.0, for financial services firms announced today it has been named as a member of the Insurance Value Chain (IVC) program. Highlighting this honor, Salentica will be participating in the Microsoft Insurance Executive Forums being held in Hartford Conn. and New York, NY Dec. 11 and 14, 2006, respectively.
Salenticaâs CRM products, purposely built for the financial services market fits within the core philosophy of Microsoftâs Insurance Value Chain. Microsoft and the Insurance Value Chain partnersâ mission is to create composite applications around common insurance workflows â all in an effort to alleviate post-purchase integration hurdles on the part of the insurance customers.
Capitalizing on deep domain expertise within financial services and built around the Microsoft CRM each Salentica platform, âdeskâ is designed to provide vital management information that enables insurance companies to optimize their time spent with brokers and advisors.
DistributorDesk allows insurance industry users to work with Microsoft CRM in a manner that reflects their normal business dealings within all their sales channels â supporting proprietary or non-proprietary sales distribution models. Whether a distributor, broker, captive or non-captive agent, or part of the management team, the Salentica industry-specific modules, will allow access to all the information that you need.
âOur intent with Salentica and Microsoft has always been to expand our deep domain expertise to develop effective, easy-to-use, client management solutions which make a difference in the financial services marketplaceâ said Bill Rourke, President Salentica Systems. âWe are very pleased to be a partner in the Insurance Value Chain as it enhances our relationship with Microsoft, adds further depth to our solutions and therefore our customersâ.
The core functionality inherent in all of Salenticaâs products remains but has been extended to include Insurance centric functionality. Updates from sales and dealer code transactions are automatically written into the functionality of the CRM, eliminating issues around database integration or report writers. Within the one click notion distributors can have a complete, minute view of sales and dealer code splits and shares, allowing them to focus on fully supporting their most efficient producers. Alerts have been enabled to view transparent transactions where there is no rep assigned to a code.
âOptimizing business processes through innovative technology is one of the central tenets of Microsoftâs IVC program. Given its proven track record of providing effective, people-centric, client management solutions for insurance professionals, we are pleased to include Salentica in our growing list of IVC partners,â said Bill Hartnett, insurance industry managing director, Microsoft U.S. Financial Services Group.
Salenticaâ DistributorDesk based on .Net technology supports access to transactional back-office information such as sales, commissions and holdings. Microsoftâs commitment to support the information worker, including mobile users, allows Salentica to extend the core functionality for the unique needs of the financial services industry. Leveraging integration with the familiar Outlook platform, Salenticaâs modules are easy to use which ensures high adoption rates.