Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

An insurance customer relationship management (CRM) software is a solution that helps insurance agencies, providers, or brokers manage all business tasks while maintaining high customer service. From ...

The health insurance industry, especially in the U.S., has a long way to go before it achieves a high level of performance in the use of customer relationship management (CRM) tools. However, pressure ...

A customer relationship management (CRM) database is a resource that contains all customer data that all departments within an organization can access. These data include customer information, sales ...

FOSTER CITY, Calif.--(BUSINESS WIRE)--Guidewire Software, Inc. (NYSE: GWRE), a provider of software products to Property and Casualty (P&C) insurers, today announced its first two digital applications ...