Advent Capital Holdings
Broker Management Solution
A tool to track broker communications (emails, phone calls, visits)
Overview
Advent Capital (Holdings) Ltd are a speciality insurance Underwriting group and wholly owned subsidiary of Fairfax Financial Holdings Limited. Focussed on the provision of insurance and reinsurance to cover businesses and insurance companies, Advent provide strong technical underwriting, quality of execution and service.
With a range of diverse business lines and an overall lack of visibility of broker relationships, Advent identified the need for a centralised tool to manage its broker relationships, facilitate internal collaboration and streamline broker engagement.
Why Pythagoras
It was key for us when choosing a partner to work alongside, that they had insurance industry expertise and had experience of dealing with organisations of similar size and requirements. This is why we chose to work with Pythagoras, because they could confidently demonstrate all these things.
Business Needs
We Provided
Outcome for Client
Following the completed installation of Microsoft Dynamics CRM, Advent now had a centralised platform to improve Underwriters’ marketing capabilities; improved internal collaboration; a fuller understanding of their broker relationships and a more productive workforce with mobile working enabled.
We are delighted to align ourselves to Pythagoras and the Microsoft Dynamics CRM Online platform, they understood exactly what we needed and the requirements it needed to fulfil.
Advent were a great customer to work with; they knew exactly what they wanted and that by working with Pythagoras, could ensure a tailored system was in place and fitting of requirements. We look forward to working with them to fully integrate Microsoft Dynamics CRM Online to their underwriting platform and roll out throughout the group.
