Ariadne was formed specifically to supply a highly successful Membership and Insurance System to Membership Organisations and Friendly Societies via it's M2K and later AMS Software packages. The current version, PolicyCRM, is being developed using the sound foundations of the original systems. The application is being enhanced to incorporate the latest web based technology whilst remaining on a SQL Server database, to ensure a future-proof and robust package, but retaining the knowledge and stability that 20 years of SQL Server experience gives. This makes it well suited to meeting the specific requirements of a variety of organisations.
PolicyCRM is a powerful and comprehensive application using a wide range of modules that can be used as building blocks. Each organisation can select the modules it requires to create an integrated system configured to individual needs. The Flexibility of PolicyCRM ensures that any changes to the system specification can be met with ease, providing a future-proof system that will grow with the organisation
PolicyCRM has been developed using input from industry experts from various sectors over many years to meet the sophisticated and complex requirements of Friendly Societies and commercial insurance companies. PolicyCRM conforms to the latest regulatory requirements and includes submission of ISA returns, Policy Sales Data (PSD) and Persistency reporting. The extensive integration facilities between PolicyCRM and other modules ensures that cross-selling opportunities are maximised and that clients and third parties are handled effectively and profitably. One example being a comprehensive module that allows generation, management and reporting of Introducer Commission and IFA remuneration, including payment, tracking and clawback.
Policy CRM uses built-in workflow automation and analytics provides a flexible solution that is easy to implement and is intuitive to use. All areas of Membership Management are included in the out of the box solution, including:
Recording of all individual and organisation details
Member profiling and statistics
Our Policy Administration System has been tried and trusted over many years and can administer your entire portfolio including:
Whole of Life
The system is geared to meet the demanding requirements of Friendly Societies both large and small. In short, PolicyCRM can help your Friendly Society to:
Increase efficiency and productivity
Deliver a first class service to members
Grow sales and bring new products to market
Generate valuable management information
Control costs and streamline administration
Respond effectively to legislative requirements
Achieve an excellent long term return on your IT investment
Further optional modules offer several other areas of interest, including:
Comprehensive subscription processing, such as direct debits, payroll deduction, credit card, standing orders, BACS
Couple this with comprehensive business intelligence tools to analyse marketing and recruitment & retention campaigns, and PolicyCRM can provide all the tools you need to ensure excellent service to your members and donors.
To find out how we can help your organisation improve its Membership & Policy Management solution contact James Hewson on 020 7843 4400 or email: sales@firstname.lastname@example.org
Customer Relationship Management Consulting
Whether your business is looking to deploy a Customer Relationship Management (CRM) System for the first time, requires assistance in customising one to fit your specific business processes or simply needs retraining in new functions, Systems Valley’s CRM consultants are on hand to help. CRM has the potential to revolutionise your business by streamlining internal process and automating common sales and marketing activities – and our team ensures you get the maximum return from your investment.
CRM systems can be both powerful and flexible depending on the platform chosen, allowing you to configure it to meet your specific business goals and processes. Systems Valley can supply qualified CRM consultants to make implementation and customisation as quick and painless as possible.
Initial requirements capture. Systems Valley can discover and define your CRM requirements before any implementation begins, ensuring that the delivered product matches your needs at handover.
Full install service. Systems Valley can obtain CRM software licenses, install server and client software and oversee configuration prior to final sign-off, leaving you to focus on actually using the system when it is delivered.
Migration services. Whether you are moving from a competing CRM system or performing a system upgrade, Systems Valley can make the process painless.
Software customisation and development requirements capture. Should you need to extend your CRM system functionality, our CRM consultants can fully specify the development required ready for coding.
Full systems training. Our consultants will ensure your staff are fully trained in all aspects of using your CRM system, allowing you to focus on capturing and analysing customer data and opportunities from day one.