Download Panorama 360 Insurance and Wealth Management Business by Insurance Frameworks Inc. PDF

By Insurance Frameworks Inc.

Panorama 360 - The assurance and Wealth administration enterprise method types is the definitive connection with layout, strengthen, enforce and deal with company strategies within the coverage and wealth administration undefined. landscape 360 is used as an accelerator by means of coverage and wealth administration companies through the world.

The Preface is written by:

  • President and leader working Officer of an coverage Company
  • Chair of OMG’s BPMN MIWG
  • Retired Senior Director, Oracle assurance company Unit

SPEED – caliber – lowered expenditures

landscape 360 company strategy versions is globally well-known because the so much wide and finished reference while designing company approaches, constructing enterprise specifications or transitioning to a brand new company version. This publication additionally incorporates a major variety of actions which are played in the diversified procedures. utilizing them can help layout enterprise techniques and enterprise requisites in a way more whole and effective manner.

Panorama 360 was once built over numerous years via senior assurance enterprise and IT executives who've labored in nine international locations with greater than a hundred coverage and wealth administration companies.

Forget the white web page syndrome. This 4th model of landscape 360 company method versions (441 pages) describes the subsequent enterprise technique models:

  • Marketing Management
  • Product Management
  • Distribution Management
  • Client Management
  • Sales Management
  • New Sales
  • Up-selling and Cross-selling
  • Contract Administration
  • Contract existence Cycle Management
  • Benefits/Claims Management
  • Service supplier Management

This booklet additionally contains a number of questions that have to be responded whilst defining strategies or enterprise standards. This publication can both be a useful tool to coach staff at the diversified approaches present in the coverage and wealth administration industry.

Whether you're an assurance corporation, a consulting association, an self reliant advisor or a know-how seller, landscape 360 company approach versions is a key source to create price, lessen bills whereas expanding caliber and speed.

Pierre Gagné is President of assurance Frameworks Inc. a world corporation focussed at the assurance and Wealth administration wisdom. he's the writer of landscape 360, a suite of reference fabric to regulate enterprises, techniques and technology.

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