About ACORD by panniuniu


									Customer Effective Announces Insurance Industry Success; Participation in ACORD LOMA

May 13, 2011 – Greenville, SC – Customer Effective Inc, an award winning Microsoft Dynamics CRM partner, announces
their continued success in the Insurance Industry and their participation with Microsoft at the 2011 ACORD LOMA
Insurance Systems Forum taking place in San Diego, CA on May 22 -24.

Customer Effective continues to build on their success in the Insurance Industry through recent project wins at Munich
American Reassurance, Blue Cross Blue Shield of South Carolina, Glatfelter Insurance Group and Prime Holdings

“At Customer Effective, we understand the unique challenges that the Insurance Industry faces,” says Tap Haley,
Director of Insurance Solutions for Customer Effective. “That is why we have developed a Microsoft Dynamics CRM
solution tailored specifically to the Insurance industry. Since we are not starting an implementation with a blank slate,
we are able to help organizations achieve a return on their investment more quickly by applying our insurance-specific
solutions. The common theme across almost every insurance organization we have helped is the inability of end users to
leverage critical data in a meaningful way because it resides in a variety of systems such as claims, underwriting, policy
management, commissions and others. Our Microsoft Dynamics CRM-based solution helps bring these data sources
together and in the familiar user interface of Microsoft Outlook.”

Steve Naish, Vice President of Information Technology Services for Munich Re states, “Our Microsoft Dynamics CRM
implementation is a business customer facing initiative that is key to our organization’s success. The collective Munich
Re and Customer Effective project team deserves all of the credit. The team worked well together to deliver impressive
results within an aggressive implementation schedule.”

As a result of their success, Customer Effective will be showcasing their solution in the Microsoft booth at the annual
ACORD LOMA Insurance Systems Forum in San Diego, CA.

“As the insurance industry evolves, companies are looking for tools to enhance their customer service processes and
improve profitability by maintaining a clear view of customers from first contact to post-sales engagement,” said Alan
Dulin, director of the U.S. Financial Services Group, Insurance at Microsoft. “In building its business on the fully
integrated Microsoft platform, Customer Effective delivers a flexible, affordable and streamlined solution. With this
industry-standard technology, we can continue to provide insurance carriers, agencies and other firms the capability to
customize their CRM applications to achieve the best possible results for their businesses.”


About Customer Effective

Customer Effective is a leading innovator in relationship management solutions based on Microsoft Dynamics Customer
Relationship Management (CRM). Customer Effective became Industry Certified for Financial Services by AMR research
in 2010 and was the 2009 Microsoft Dynamics Financial Services CRM Partner of the Year. Other recent CRM and
Microsoft awards include recognition as a 2010 CRM Partner of the Year Finalist, 2010 Microsoft Dynamics President’s
Club and Inner Circle distinction, and a member of the 2008 Inc. 500 list. For more information, visit

Marketing Contact at Customer Effective: Hannah Mayer Hannah.mayer@customereffective.com

ACORD (Association for Cooperative Operations Research and Development) is a global, nonprofit standards
development organization serving the insurance industry and related financial services industries. ACORD’s mission is to
facilitate the development of open consensus data standards and standard forms. ACORD members include hundreds of
insurance and reinsurance companies, agents and brokers, software providers, and industry associations worldwide.
ACORD works with these organizations towards a goal of improved data communication across diverse platforms
through implementation of standards. ACORD maintains offices in New York and London.

About LOMA

Established in 1924, with 1,200 plus member companies in over 80 countries, LOMA is committed to a business
partnership with its world-wide members in the insurance and financial services industry to improve their management
and operations through quality employee development, research, information sharing, and related products and

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