Adaptik Corporation announces the release of PolicyWriterCustomer Manager, a new optional component for the PolicyWriterSuite that provides underwriters and agents with a completecustomer view at a glance, storing customer information independentof policy transactions.

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“We are proud to introduce Customer Manager as the latestcomponent to the PolicyWriter suite,” says Anne Kraske, vicepresident of Product Management. “Customer Manager was designedwith P&C carriers' business needs in mind. It enables carriersto synchronize customer information with policy information,streamlining processing and ensuring quality data collection. In addition, Customer Manager's customer relationship capabilitiesallow it to identify and manage extended customer relationshipsthat can be used to more accurately evaluate the risk and price ofa policy.”

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Customer Manager is pre-integrated with Account Managerout-of-the-box and pre-delivered with web services for integrationwith other applications across the enterprise. With CustomerManager, P&C carriers now have a holistic view of customer andpolicy data. Users have quick access to data, enabling carriersto:

  • Easily capture and maintain customer information with CustomerManager
  • Group individual customers through robust householdcapabilities
  • Pre-fill policy data based on captured customer data
  • Keep customer data in sync with policy data at all times
  • Integrate with third party systems via web basedintegration

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