Mutual of Omaha Deploys Agility to Agency Distribution Channel

* Reuters is not responsible for the content in this press release.

Tue Jun 30, 2009 8:00am EDT

Navagate delivers solution to accelerate business processes and maximize
customer engagements
NEW YORK--(Business Wire)--
Navagate, a leading provider of enterprise-class Distribution Optimization
Solutions for financial services companies, today announced that Mutual of
Omaha, a leading financial services company providing top-quality insurance
products and services, has deployed Agility to its network of agents. As a
custom branded system, Mutual of Omaha has deployed Agility to track and manage
its customer data, provide its agents with quick access to information, and
improve marketing and service. 

"With our implementation of Agility, we were looking for an effective way to not
only better manage our contacts, but also to improve our sales, service and
marketing operations," said Scott Campbell, Director of Distribution Marketing,
Mutual of Omaha. "Agility provided us with tools we needed to develop a solution
tailored for our needs." 

Mutual of Omaha selected Agility, not simply as a contact management tool, but
as a business management system to help agents grow their practice. By providing
access to information through an up-to-date user-friendly system, Mutual of
Omaha`s agents are able to more effectively prepare for customer meetings,
provide better service, and capture and prioritize new opportunities. 

In addition to the many standard features, Mutual of Omaha and Navagate
partnered to implement a comprehensive agent recruitment module. The recruiting
module helps ensure the company can effectively track their agent recruiting
efforts. Additionally, activity management, lead management, and reporting are
helping agents make faster, more informed decisions about marketing and
opportunity development. 

"Agility puts a wealth of information at the agent`s fingertips," added
Campbell. "And because we're using Agility across our entire agency channel, we
are beginning to see productivity improvements as well as improved customer
relations for our veteran agents and our newly recruited agents." 

About Mutual of Omaha

A full-service, multi-line provider of insurance and financial services
products, Mutual of Omaha offers products and services that provide financial
protection to help families, individuals, businesses and groups achieve their
goals. Mutual of Omaha`s product line offerings include Annuities, Retirement
Plans, Banking, Critical Illness, Dental Insurance, Disability Insurance,
Employee Benefit Plans, Investments, Life Insurance, Long-Term Care Insurance,
Medicare Supplement Insurance, and Voluntary/Worksite Products. For more
information, please visit www.mutualofomaha.com. 

About Navagate

Navagate Inc. is a premier provider of next generation Sales Force Automation
Solutions for financial services companies that sell complex products through
retail or wholesale channels. The Company`s solutions standardize productive,
yet informal work habits and leverage technology to automate time consuming
sales processes that inhibit face-to-face selling time. Through a combination of
technologies, applications and experiences, we increase selling time 25-40%
across the distribution organization, driving better cross-sell and new customer
acquisition. Navagate has headquarters in New York, with offices throughout the
United States, Europe and Asia. 





Navagate, Inc.
Brandee Brunot, 646-918-5272
Director of Global Marketing 



Copyright Business Wire 2009

Comments (0)
This discussion is now closed. We welcome comments on our articles for a limited period after their publication.