InsureTech Pizzazz!™, is the first comprehensive state-of-the-art knowledge management and customer relationship management application that enables insurance companies, agents and agencies, financial planners, insurance brokerage operations, banks, securities and insurance brokerage operations as well as human resource divisions of large businesses to immediately build and access a collaborative solution that combines web service access to both Exchange and SharePoint technology.

InsureTech’s goal was to develop a seamless integrated architecture that would allow an insurance company representative or financial services representative to view, access and interact with the complete set of internal information and services that the organization is offering and build a bridge for a future of full customer interaction. Although the application is designed for use by the insurance and financial services industry and human resource departments of large businesses, it can be modified to allow customers to obtain online insurance coverage or investment information relating to their account.

InsureTech Pizzazz!™ is a robust solution that fully utilizes the collaboration tools included in Exchange 2000 in order to provide a user-friendly internet-based system that integrates the complicated databases maintained by organizations involved in the insurance and financial services industry with client contact and relationship management tools. The program is designed to facilitate collaboration and improve communications between departments, teams and sales representatives, enhance team productivity and leverage existing corporate knowledge on all levels of the organization. The solution integrates workspace-oriented solutions for insurance and financial service organizations into a common environment via the Internet. The system introduces substantial efficiencies by tracking and managing workflow that can begin at the remote field sales office and extend through the underwriting, policy/investment issue, and policy/investment administration processes of the insurance or investment provider and back to field client service personnel.

The future of insurance and financial services information integration among providers and product manufacturers, wholesalers and retailers depends on the ease with which insurance / financial services software developers (ISDs) can incorporate standards into their systems. InsureTech Pizzazz!™ utilizes the industry standard of the Association for Cooperative Operations Research and Development (ACORD). ACORD is a nonprofit insurance association whose mission is to create standards and offer services to the insurance industry that assist in reducing costs and duplication of work while increasing the industry's ability to exceed its customers' expectations. ACORD accomplishes its mission by remaining an objective, independent advocate for standards within the insurance industry and by understanding the needs and expectations of its stakeholders. More than 1,000 insurance carriers and groups are affiliated with ACORD, as are 25,000 agencies, the major agency software providers, the national producer associations, users groups and other industry organizations.