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Successful CRM Projects Lead Customer Effective to Prestigious Insurance Industry Event


Greenville, SC - - May 24, 2011 - - Customer Effective Inc., an award winning Microsoft Dynamics CRM partner, announces their continued success in the Insurance Industry and their participation with Microsoft at the recently held 2011 ACORD LOMA Insurance Systems Forum in San Diego, CA. Only partners hand-picked by Microsoft are invited to participate in this key industry event.

Customer Effective continues to build on their success in the Insurance Industry through recent project wins at Munich American Reassurance, Glatfelter Insurance Group and Prime Holdings Insurance.

“At Customer Effective, we understand the unique challenges that the Insurance Industry faces,” says Tap Haley, Director of Insurance Solutions for Customer Effective. “That is why we have developed a Dynamics CRM solution tailored specifically to the insurance industry. Since we are not starting an implementation with a blank slate, we are able to help organizations achieve a return on their investment more quickly by applying our insurance-specific solutions. The common theme across almost every insurance organization we have helped is the inability of end users to leverage critical data in a meaningful way because it resides in a variety of systems such as claims, underwriting, policy management, commissions and others. Our Dynamics CRM based solution helps bring these data sources together and in the familiar user interface of Microsoft Outlook.”

Steve Naish, Vice President of Information Technology Services for Munich Re states, “Our Microsoft Dynamics CRM implementation is a business customer facing initiative that is key to our organization’s success. The collective Munich Re and Customer Effective project team deserves all of the credit. The team worked well together to deliver impressive results within an aggressive implementation schedule.”

As a result of this market success, Customer Effective recently showcased their Insurance Industry CRM solution in the Microsoft booth at the annual ACORD LOMA Insurance Systems Forum in San Diego, CA. The event offered numerous networking opportunities and informative sessions for senior level executives, management and line-of-business executives from throughout the insurance industry market.

“Our customers are looking for Industry Solutions that allow them to be more productive when collaborating, transacting and servicing clients across channels and devices.” said Tom Feher, director, financial services industry, Microsoft Dynamics. “Customer Effective’s Insurance Solution, built on Microsoft Dynamics CRM is an example of the innovative industry solutions being delivered by our partners that enable insurance agents/brokers to access their business critical information real-time on their tablet or mobile device, anytime and anyplace, helping them be more productive.”

About Customer Effective

Customer Effective is a leading innovator in relationship management solutions based on Microsoft Dynamics Customer Relationship Management (CRM). Customer Effective became Industry Certified for Financial Services by AMR research in 2010 and was the 2009 Microsoft Dynamics Financial Services CRM Partner of the Year. Other recent CRM and Microsoft awards include recognition as a 2010 CRM Partner of the Year Finalist, 2010 Microsoft Dynamics President’s Club and Inner Circle distinction, and a member of the 2008 Inc. 500 list. For more information, visit


ACORD (Association for Cooperative Operations Research and Development) is a global, nonprofit standards development organization serving the insurance industry and related financial services industries. ACORD’s mission is to facilitate the development of open consensus data standards and standard forms. ACORD members include hundreds of insurance and reinsurance companies, agents and brokers, software providers, and industry associations worldwide. ACORD works with these organizations towards a goal of improved data communication across diverse platforms through implementation of standards. ACORD maintains offices in New York and London. Visit for more information.

About LOMA

Established in 1924, with 1,200 plus member companies in over 80 countries, LOMA is committed to a business partnership with its world-wide members in the insurance and financial services industry to improve their management and operations through quality employee development, research, information sharing, and related products and services. Visit their website at

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