Insurance and investment brokers are getting innovative
Some of the most successful insurance agencies and brokerages innovate in the cloud. Brokers of all sizes, including boutique agencies, leverage the same enterprise-class platform to manage their customer relationships with ease and flexibility in the cloud.
Run your agency in the cloud
Producers love Microsoft Cloud because it’s as easy to use as the consumer Web. It’s accessible anytime, anywhere through a Web browser and on mobile devices. Give your producers access to prospect information, contact history, submissions, and policies from the field. Plus, they can log calls or meeting notes right from an Android or iPhone. The cloud frees you from the distractions of IT infrastructure, and our subscription model means you pay only for what you need.
Work the way you want
We know that you’re not like everyone else. The Forceworks insurance broker industry solution works for insurance agencies of all types, but the real power is that it’s easily customized with clicks, not code. Design and configure the application to reflect your organization’s unique needs, and add new processes and improvements as your business changes with the market.
Connect with customers and carriers
New Web 2.0 and social media technologies make connecting with your customers a snap. Now you can provide seamless self-service and full-service capabilities across multiple channels, such as your Web site, email, phone, and chat.
Since dozens of leading carriers already use Microsoft, you can connect in the cloud using Integration. And the Forceworks insurance broker industry solution is built using ACORD models so you can seamlessly integrate with third-party and other agency management systems.
There is perhaps no industry that has larger information and data management challenges than healthcare. Millions of client records, combined with hundreds of millions of record attributes are often kept in ancient databases. Updating these legacy systems has placed heavy strain on precious IT resources, pulling them away from moving the rest of the business forward. Software as a Service provided by Microsoft gives individual business units the ability to bring about system innovation on their own, often without significant involvement from IT. New solutions are built, deployed, and hosted remotely, meaning IT can remain focused on maintaining core infrastructure.
With solutions from Forceworks, your organization can quickly rollout new systems to manage agents, recruiting, opportunities, or even develop home-grown applications quickly using Microsoft as a development platform.