(Image source: SimplePin homepage.)
CapriCMW, a top-five Canadian brokerage based in Burnaby, British Columbia, has selected SimplePin (Palm Beach) to automate financial processes and transform customer experience, according to a vendor statement.
Oksana Fodor, Director of Finance, CapriCMW.
CapriCMW sought a solution that would reduce its processing costs, automate accounting workflows and integrate all sales channels—including web sales and affinity programs—into its suite of solutions from Applied Systems (University Park, Ill.). CapriCMW selected SimplePin for its deep expertise in the payment space and intimate integration knowledge of the Applied EPIC broker management system, according to the vendor statement.
“After a thorough solutions review, SimplePin met all requirements and was a clear choice,” comments Oksana Fodor, Director of Finance, CapriCMW. “We are very impressed with SimplePin’s innovative solution and deep understanding of the insurance business, this successful deployment will provide significant cost savings in terms of labor and processing fees for our organization.”
“We’re proud to serve leaders of the insurance industry like CapriCMW who share our vision and understand that the only way to grow and future-proof an organization is through technology,” says Metod Topolnik, CEO, SimplePin.
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