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Case 1:
Financial
Senior
Advisor
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The AdvisorPower Solution
TM
from PowerAssist revamps top-producing team.
RESULT:
More effective, proactive and profitable. [Learn
more]
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Case
2:
Insurance
Group
Benefits
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The APS Group TM
from PowerAssist assists top Insurance Brokers and team
RESULT:
Automated the data
entry process increased efficiencies, client management and business
intelligence [Learn
more]
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Case
3:
Insurance
MGA
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PowerAssist provides a sophisticated "web +
windows" back office system to manage the application, fulfillment, policy
and commission tracking process for MGAs with web portal Producer reporting
software.
RESULT: Accurate data and business intelligence,
faster processing, fewer rep calls, attracted new reps.
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Case
4:
Paperless
Compliance
Mutual
Fund
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 PowerAssist has successfully implemented a
paperless solution for a Fund Company's back office clearing and compliance
management.
RESULT:
Managed and accountable order fulfillment process
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Case
5:
Web
Portals
InsCo
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Delivering an entirely Web-based solution for
Specialty Product sales and claims management.
RESULT: Opened national market opportunities for
Toronto firm.
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Case
6:
E-Forms
PAPERLESS
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A
Fundco has utilized PowerAssist's e-forms management and processing technology
to turn their expense submission, approval, payment and tracking process into a
paperless and automated process that integrates with a leading accounting
package.
RESULT:
Decreased time and errors to process, increased efficiency, tracking &
reporting.
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Case
7:
CRM
The
CRM Plan
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A
Detailed Overview of the key areas for management consideration.
RESULT:
Proactive & strategic design with a successful implementation.
Microsoft Certified PowerAssist is proud to announce the
release of the much awaited Microsoft Dynamics CRM. Integration out of the
box is here! PowerAssist has established
a LIVE demo site to see for yourself!. Ask us how. |
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Case
8:
E-Document
Mgmt
Fundco |
Delivered a controlled workflow process that
utilized the right internal resources and employees to effectively manage the
scanning process of 1000's of client documents.
RESULT: Fundco received an error proof naming
convention for all scanned documents, and a compliant storage process with
effective controlled access, audit trail reporting and integration with back
office and CRM data systems.
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