White Papers by Gerent

New Business Acquisition Made Easy With Salesforce Industries Insurance

The insurance industry is learning that digitization holds the key to future business success. Acquiring new business and retaining existing business are how carriers can remain competitive – if they take a digital approach to those twin challenges.

In this white paper you’ll learn:

  • Why carriers regard digital transformation as simply an IT project and why that couldn’t be farther from the truth
  • How digitizing intake processes through to issuance can create lasting customer relationships
  • What a fully digital, greenfield operation has done to transform one carrier’s business inexpensively and with great success

April 15, 2021
April 15, 2021
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Secure Your Competitive Advantage and Identify New Opportunities with Territory Planning and Sizing

For distributors, sales territories form the foundation upon which success is built.

However, many distributors go years – and sometimes decades – without analyzing their territories and target markets. This is due to the fact that they have been doing things the same way for a long, long time. And this makes sense – when things are going well, why change? But if you haven't changed with the times, you're likely missing out on growth opportunities. And if you don't capitalize on those opportunities, your competition will.

In this white paper, you'll discover how to calculate your total and served addressable market segments and use this data to grow your business.

April 15, 2021
April 15, 2021
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Catering to Guest Preferences in the Everchanging Hotel Sector

Although the pandemic has affected every sector around the world, the hotel industry has been particularly hard-hit. Akin to many other industries, hotels and resorts will see significant shifts in the post-pandemic era. In order to rise from the ashes, hotels will need to pivot substantially and reconsider many elements of their operations.

An effective approach to keeping loyal customers satisfied is to modify the existing rewards programs available to them. A loyalty program that offers one free night after two bookings is not realistic with today’s travel restrictions, as people are traveling much less. A more reasonable program could offer a guest a complimentary massage, beauty treatment, or main course if they stay with you for four nights. The more likely rewards are to be used, the more likely you are to retain the customer.

This white paper endeavors to explore how hotels can continue to build customer loyalty, outline technological innovations the lodging sector has adopted and examine effective ways hotels can expand their reach to convert new audiences.

March 31, 2021
March 31, 2021
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Meeting Learners’ Evolved Expectations in the Competitive Online Education Sector

Increased competition among online learning providers has been cited as a major fiscal challenge for organizations in the space. As the remote education and training sector has grown to be a highly competitive industry and today’s learners are more digitally aware, online education providers need to ensure their digital presence is optimal, so as to stand apart from their competition.

Several eLearning platforms have received unicorn valuations of over $1 Billion and massive investment is fueling the sector. Tech giants have taken an interest in the sector as well; Facebook has invested in BYJU'S and Microsoft has joined LinkedIn Learning. In addition to traditional education programs, hundreds of niche platforms now offer online learning courses in various fields, such as health, digital marketing and technology training.

This white paper explores why online education organizations’ digital presence must be differentiated in today’s competitive climate, why catering to consumers’ changing demographics and expectations is essential, and the profound importance of leveraging data to increase the recruitment and retention of learners.

March 31, 2021
March 31, 2021
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Why Training Organizations Need Journey Mapping Technology to Succeed in a Post-COVID World

Student journey mapping – the process of mapping out the entire lifecycle of your students – is an invaluable tool for educators. By mapping the student experience, educational institutions gain a powerful decision-making toolset that lets them identify and amplify areas of the student journey that are strong, while discovering and improving areas that don’t meet students’ needs.

As educational resources increasingly transition online and students are met with more choices than ever, the ability to see into the student lifecycle and provide targeted, personalized experiences will be a key factor in determining which training organizations thrive over the next five years.

In Why Training Organizations Need Journey Mapping Technology to Succeed in a Post-COVID World, you’ll learn why most training providers may not really know their student journeys as well as they should and how to begin mapping an effective student journey. Finally, you’ll also learn how to leverage Salesforce to build a robust student experience that supports internal processes with technology.

March 11, 2021
March 11, 2021
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Technology Builds A New Bridge Between MGAs and P&C Carriers

The insurance industry has finally caught up with the march of technology and is going through a rapid transformation across distribution and processing channels. Property and Casualty insurers are seeing Managing General Agents (MGAs) and wholesalers in a new light. And so are the venture capital firms, private equity companies and hedge funds.

In this white paper, Technology Builds A New Bridge Between MGAs and P&C Carriers, we’ll dig into what’s behind the transformation.

You’ll learn:

  • How technology innovation is helping carriers to reduce their expense ratios
  • Why such technology is allowing MGAs to leverage their core strengths
  • Where the smart money sees double digit ROI (hint: it’s NOT with the carriers)
March 8, 2021
March 8, 2021
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How Training Providers Can Ensure Success in a Post-Pandemic World with Salesforce

Among the hardest-hit sectors of the 2020 COVID-19 pandemic was education. The solution? Move online! But as most educators know by now, it’s not that simple. Most institutions’ first efforts to migrate their teaching platforms online left much to be desired. However, students were aware of the extreme circumstances and were therefore willing to temper their expectations.

In 2021, however, students will demand more. How Training Programs Can Ensure Success in a Post-Pandemic World with Salesforce aims to help educational training professionals understand the challenges they will face in a post-COVID world and how CRM technology such as Salesforce can help overcome them.

February 10, 2021
February 10, 2021
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Digital Solutions Accelerate Insurance Underwriting

Digital change is transforming the insurance landscape. Much of the change is being driven by rapid growth in digital solutions that leverage third-party data and advanced analytics. Virtually every aspect of insurance is seeing the beneficial impacts, especially in the underwriting and risk management arena.

This white paper dives into the widespread adoption of digital technology in underwriting today.

We’ll explain:

  • How power, speed, and agility can be achieved through harnessing digital technology
  • How both Life and Property & Casualty underwriting is being positively impacted
  • Why the need to embrace such change has never been greater today
February 9, 2021
February 9, 2021
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The Impact of Adopting an Agile Framework for Manufacturers

Agility as a framework is particularly useful in weathering unexpected market conditions. A McKinsey study that looked at the financials of 1,100 publicly traded companies during the previous economic downturn found that 10% significantly outperformed the rest. The one commonality? Their access to correct, up-to-date data and ability to use it to adjust budgets and accrual accounts to free cash flow and reduce debt.

Given the advantages, it has become common practice among today’s manufacturing thought leaders to prescribe agility as a tool to adapt and thrive in un-forecasted market conditions. But for many, the advantages are ill-defined. The Impact of Adopting an Agile Framework for Manufacturers explores the consequences of failing to adopt an agile framework, the benefits of implementing one, and the steps manufacturers need to take to succeed with agility.


January 13, 2021
February 18, 2021
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Insurance In The Cloud: Security, Agility, And Strong ROI

Technological change is coming rapidly to the insurance industry. More and more traditional insurers are discovering the organizational agility and data security that can be found in cloud migration. In return, they get strong ROI from their investment in cloud technology.

In this white paper, you’ll learn:

  • How to develop a strong digital roadmap for a successful cloud migration
  •  What organizational areas to consider first in a migration
  • Why data security in the cloud is superior to security on-premises
  • How and why one rapidly growing U.S. insurer is conducting its own cloud migration
January 8, 2021
January 11, 2021
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What Insurers Need to Know About The 3.0 Digital Distribution Transformation

Traditionally, distribution in the insurance industry revolves around agents who sell insurance policies for a commission or fee. Until very recently, this made sense: insurance products are complicated, and customers needed professional advice when navigating all of their options.

But for the last decade, the insurance industry has been shifting to a digital distribution model.

For insurance organizations, the message is clear: those who want to remain competitive in an increasingly digital world need to transform their distribution models ASAP.

This paper is divided into three sections: In the first, we explore the three digital distribution models. In the second, we cover the benefits of a Salesforce-enabled digital insurance distribution platform. Finally, we’ll look at several digital distribution use cases.

December 11, 2020
December 11, 2020
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How The Travel Industry Will Recover in a Post-Pandemic World

It’s no secret that the travel and tourism sector has been one of the industries hit hardest by the Covid-19 pandemic. The original 2020 revenue forecast for worldwide travel dropped from $711 billion to $396 billion – that’s a decrease of over 45%.

Fortunately, the current state of affairs won’t last forever.

How The Travel Industry Will Recover in a Post-Pandemic World examines what that transition to a post-Covid world will look like, and how the cruise lines, airlines, and hotel businesses can adapt and thrive in the coming months.

November 16, 2020
November 17, 2020
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Quality: The Key to Long Term Success

Quality is critical to a company’s success. Whether it’s the quality of products, services or internal practices, a company’s long term future rests on quality. So why is quality often perceived to be an obstacle?

In this White Paper from Gerent, we explore the reasons why quality processes are critical to most organizations. We also look at how those very processes can create problems within companies. Finally, Gerent’s Senior Director of Enterprise Quality Management Systems explains how software-based technology solutions can streamline quality practices and eliminate the issues that give quality a bad rap.

October 16, 2020
October 16, 2020
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The Business Impact of Digital Transformation for Manufacturers

According to a Deloitte report, if manufacturers don’t embrace digital transformation and an Agile  framework, “as many as 35 percent of today’s industrial companies could be out of business or significantly changed in 10 years.”

The message is clear: manufacturers need to move beyond the traditional, lean manufacturing model and embrace digital transformation and Agility if they want to compete in the 2020s and beyond.

In The Business Impact of Digital Transformation for Manufacturers, you will discover the direct benefits and applications of an Agile digital transformation – as well as the consequences of the “business as usual” model.

October 6, 2020
October 6, 2020
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Manufacturing Cloud: Uniting Sales & Production Planning

Salesforce unveiled Manufacturing Cloud in September 2019. Its aim is to more closely align sales forecasting and production planning to achieve greater efficiency for manufacturers and their supply chains and heighten customer satisfaction.

In this white paper, we delve into how it works and why it’s solving a longstanding problem for manufacturers. This is a must-read for all manufacturing organizations, no matter how big or small.

April 16, 2020
April 16, 2020
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The DeepQuest Solution: Small Travel Operators Secure Market Share

Smaller travel companies like specialty cruise lines, rail and bus companies and small, boutique hotels often have an extremely difficult time competing in a space controlled by giant online travel organizations with enormous marketing and technology budgets.

That’s why Gerent developed and brought to market an affordable Salesforce-powered solution called DeepQuest. DeepQuest is module-based and each module serves a specific need. Whether it’s a powerful reservation system, a shore excursion booking platform or a marketing tool, DeepQuest offers Salesforce CRM power for the travel industry – at a fraction of the cost of other systems.

Learn how this remarkable product is driving productivity in travel.

February 25, 2020
February 25, 2020
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QMS and Salesforce: A Better, Faster Path to Compliance

Manufacturers must deal with many challenges from global competition and far-flung supply chains to the ever-changing landscape of regulations.

Many companies try to keep up with regulatory demands using a conventional spreadsheet Quality Management System.

But, often, it isn’t robust enough to manage the task. More companies are adopting the Enterprise Quality Management System (EQMS), from ComplianceQuest, based entirely on the Salesforce platform.

As ComplianceQuest’s implementation and consultation partner, Gerent has authored a White Paper, titled QMS and Salesforce: A Better, Faster Path to Compliance, to explain why this EQMS is superior to conventional forms and how staying compliant and in conformance is straightforward, thanks to Salesforce technology.

January 8, 2020
January 8, 2020
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AI: How It’s Powering Manufacturing

Artificial intelligence can be a mystery to manufacturers. Yet, AI is what makes ‘smart factories’ smart. It's driving product improvement in everything from design to creation and generating cost savings in the hundreds of millions of dollars.

Gerent has produced a white paper designed to de-mystify artificial intelligence and demonstrate its manufacturing applications.

Find out how AI is powering manufacturing.

November 14, 2019
November 14, 2019
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A Digital Transformation Road Map for Manufacturers

Manufacturers face enormous pressures every day. Customers are increasingly demanding. Global supply chains are straining under trade tension.

And then there’s all this talk about a “digital transformation journey”. Make no mistake:  digital transformation is powerful and it’s real.

Gerent has produced a White Paper that will give you a clear view down the road to begin your own journey with confidence by providing solid advice on where and how to start.

October 18, 2019
November 14, 2019
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