IPM-Business (CRM)
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For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
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.
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
Product/Service details
SOLUTION OR SERVICE TYPE
Claims Management Software - P&C / General Insurance, Credit Risk Management Systems, Customer Relationship Management (CRM ) Systems, Custom Software Development Services, Data Analysis and Consulting Services, Data Loss Prevention, Data Platforms/Data Aggregators, Digital Consulting Services, Employer / Employee Insurance Benefit Portal, Endpoint Protection, Innovation Consulting and Partnering, Insurance Agent / Broker Platforms, Insurance Agent / Broker Portal, Insurance Digital Platforms, Policy Administration and Servicing (PAS) Systems - P&C / General Insurance, Portfolio Management Systems (PMS), Real-Time Decision Engine (Insurance), Strategic Consulting Services, System Testing Services