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 Insurance. “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 www.CustomerEffective.com Marketing Contact at Customer Effective: Hannah Mayer Hannah.email@example.com About ACORD 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 services.
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