Case Studies

Financial Services Case Study

Assante is a diversified, full-service organization offering a wide range of financial and life management products and services. Assante offers personalized service and custom-made solutions that reflect an integrated approach to: financial planning, investment advice, wealth management, estate and succession planning and insurance.

This case study reviews the seamless integration of Assante's 17 unique backend systems into the ACom3 application...read more

Insurance Case Study

One Resource Group (ORG) is a managing general agency (MGA) whose mission is to provide exemplary service, premier products, superior underwriting support and competitive compensation to their agents. ORG's product offerings include life, annuity, long-term care, and disability income while also providing ancillary services including premium financing, custom financial institution and mortgage products.

With the implementation of ACom3, ORG meets growth projections and reduces workload by 25-30 hours per week...read more