We’re pretty keen on the work we’ve been doing with the TD Life over the last few months. The Novinsoft-developed Telesales Needs Analysis and Quote System is now seamlessly integrated with the Janna Contact Enterprise System.

Janna Contact Enterprise is an enterprise-class relationship management solution that easily integrates with back office systems. And now with Novinsoft point-of-sale systems.

Janna provides organizations with one complete view of all customer interactions – an easy-to-use solution for customer-centric knowledge management. For instance, all of the information gathered by the TD Life Telesales people during the needs analysis and quote session is now available enterprise-wide. Databases, locations, users – all will have access to any customer data across the country.

The Novinsoft System is used to profile clients, perform needs analysis and term quotes. Via integration with Janna Contact, clients can automatically be assigned to the right expert. This greatly enhances the sales and solutions process.

Novinsoft is looking forward to working with Janna on more exciting projects for other client companies.

Novinsoft also worked with CT Financial Assurance on Phase II of their FinPro Financial Planning System. New calculators and more functionality were added to an already first class Wealth Management System. With this work, and projects with other clients developing tools to market investment products, Novinsoft now has significant expertise in the Wealth Management area.

Novinsoft is also pretty pleased to add Transamerica Life Insurance Co. of Canada as our latest client. We will be working with Transamerica to develop marketing tools for both insurance and investment products.

Our web-based Universal life Illustration System is now ready for viewing. Contact Neil Menear for information on how to access our live demo system.

And, finally, the end of August marks 6 years of developing point-of-sale systems with our Financial Services clients. Novinsoft has grown steadily over the last year; adding a number of quality people, and greatly expanded expertise.

Thanks to all of our clients. We’re looking forward to an exciting year 7.

Upcoming

This Fall is going to be huge as a number of our clients release new versions of their software.