To facilitate and manage communication and services to Risk Pool Members, prospective members, and business partners, the CrossMark solution includes a CRM (Customer Relationship Management) component based on Microsoft Dynamics CRM, configured and customized to include the following capabilities.

CAPABILITIES

  • Data management configured specifically for the structure of a Risk Pool (i.e. Members, Non-Members, Prospective Members, Vendors, Contacts)

  • Advanced Contact management supporting individuals spanning multiple Organizations and roles

  • Pool membership tracking

  • Distribution list definition, management, and on-going usage for single or bulk email communication

  • Boards and Committees definition, management, and communication

  • Risk pool service definition, management, and communication

  • And all of the great capabilities Microsoft Dynamics CRM provides!

APPLICATION/DEVICE SUPPORT

  • Web

  • Mobile

  • Tablet

  • Outlook via CRM Connector

SECURITY

  • Windows Integrated Security

  • Role-based security

SCREEN SHOTS

View of CRM data in Outlook

View of Agency pool membership data

View of a Contact record

View of Member Key Roles

DATA SHEET FOR POOLING