Wipfli Connect for Insurance

Typically policy information is exclusively in the policy system, claims information in the claims system, and billing data in the billing system; the pieces of the customer puzzle are scattered everywhere.
Instead, what if you had a single integrated system where everyone in your organization had a complete 360-degree, “at-a-glance” picture of every policyholder, claimant, agency and agent, and vendor; where you could to track, monitor, and manage activities from a single system that holds all the critical information?
With Wipfli Connect for Insurance, you can.
Wipfli Connect for Insurance gives you the ability to share valuable information across your organization to ensure that no important touch point is missed, that every interaction is aligned with the contact’s needs, and that potential opportunities are visible and can be acted upon.
Featured Expertise

Steve Kronsnoble

Steve has over 20 years of experience serving insurance companies. Having spent time as a buyer of services and consultant, Steve brings a unique perspective. Clients value his deep technology background, including his expertise in Agile methodology.

Wipfli Connect for Insurance: CRM that works the way you do.

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