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omprehensive solutions


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igh-level advocacy


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nline administration


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ntegrity


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areful design


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xecutive planning
Home arrow Blog arrow Customer Relationship Management
Customer Relationship Management PDF Print E-mail

Customer relationship management (CRM) is the practice of intelligently finding, marketing to, selling to, and servicing customers. CRM is a broadly used term that covers concepts used by companies, NGO's and public institutions to manage their relationships with customers and stakeholders. Technologies that support this business purpose include the capture, storage and analysis of customer, vendor, partner, and internal process information.

Functions that support this business purpose include Sales, Marketing and Customer Service, Training, Professional Development, Performance Management, Human Resource Development and Compensation.
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Last Updated ( Monday, 11 August 2008 )
 
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Why are solution driven strategic insurance programs so critical to your success?

  • Financial services marketplace provides a myriad of choices
  • Trusted advisor is able to research and present all current and future risk choices
  • Choices today can effect your options tomorrow

Integrating property, casualty, financial and professional lines of insurance together as the key to assuring solution effectiveness—and enabling ownership to make timely, well-informed decisions for their business