ベンダー
English

IPM-Business (CRM)

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)

Overview

IPM-Business

IPM-Business (CRM) is built to provide you and your business with an intelligent and efficient platform – a unique starting point giving you the opportunity to manage, improve and develop your level of customer service and sales effort.

Take advantage off IPM-Business as a single product or as a front-end system on top of the IPM-Solution policy administration system.

Intuitive and flexible dashbord, quick access to documents and customer overview, statistics and risk informations. Secure communication via internal and structured inboxes

​We create, maintain and implement all lines of business - private lines and commercial fleet all presented in a flexible and design for you, your customers and your employees.
Keeping your data safe, transparent and accessible is crucial and allowing us the responsibility enables you to focus and optimize your business model.

As a team we are competitive, passionate and realistic. We work based on our extensive experience from numerous implementations across continents
and we are proud of every single reference and existing partners that we work together with.

We are here to listen.

Key Features

  • Customer overview
  • Quick access to key figures pr. customer
  • Customer support portal
  • Business process automation feautures
  • Manage tasks & calendar functions from the dashboard
  • Divide workload with colleagues via shared inboxes

Key Benefits

Integrated benefits:

Quick search functionality displaying the entire portfolio in seconds.

Save or download images, documents, files, notes etc. by drag & drop

Communicate with you customers safe and secure from IPM Business to their unique “MyPage”.

Flexibility benefits:

Customize customer overview, dashboard and e-mail functionality based on your need.

Control accessibility to lines of business, customer groups and inboxes to secure data.

Define customer details to be displayed – key figures, relations, premiums, claims ratio and more

製品/サービス名 details