Wipfli LLP: To attend ACORD LOMA Insurance Systems Forum

Microsoft Dynamics partner to highlight Wipfli Connect for Insurance at key industry event

Press Contact

Jennifer Hacker Olsen

952.548.3389

jolsen@wipfli.com

http://www.wipfli.com

Milwaukee, Wisconsin (May 14, 2012) — Wipfli LLP, a leading CPA and consulting firm, will be attending ACORD LOMA Insurance Systems Forum with Microsoft from May 15 to May 17 in Orlando, Florida. The ACORD LOMA Insurance Systems Forum is the premier event for insurance technology, business and networking leaders.

As a Microsoft Dynamics Gold Certified Partner in customer relationship management, Wipfli will be exhibiting at the forum in Microsoft’s booth (Booth #403), where they will highlight Wipfli Connect for Insurance – a unique and powerful relationship management tool built on Microsoft Dynamics CRM. The firm has customized CRM to fit the unique needs of the insurance industry, making it work the way insurers already do.

“Our clients enjoy the simple-to-use interface and having enterprise-wide visibility to allow them to effectively manage policyholder information, improve customer service, and keep everyone up-to-date on every customer interaction,” said David Wagner, senior manager and key contributor to the development of the Wipfli Connect solution.

Tom Feher, Microsoft Dynamics Financial Services Industry Director, added, “We are excited to have Wipfli at ACORD with us this year. Their powerful combination of CRM knowledge and insurance experience makes the Wipfli Connect solution, built on Dynamics CRM, a valuable tool for Insurers who want to grow their business organically, and who want to improve policyholder service.”

Wipfli serves the property and casualty insurance market, providing proprietary solutions to help tackle common issues, such as profitable growth through increased sales focus and improving service through customer-centric insight. The firm is a six-time member of the Microsoft Dynamics Inner Circle, an elite group of the top 1% of Microsoft Dynamics partners from across the globe who have performed to a high standard of excellence by delivering valuable solutions that help organizations achieve increased success.

About Wipfli LLP

With more than 1,000 associates and 22 offices in the United States and India, Wipfli LLP (Wipfli) ranks among the top 25 accounting and business consulting firms in the nation. For over 82 years, Wipfli has provided private and publicly held companies with industry-focused assurance, accounting, tax and consulting services to help clients overcome their business challenges today and plan for tomorrow. The firm’s clients include insurance companies, manufacturing companies, health care organizations, financial institutions, construction companies, contractors and developers, real estate companies, nonprofit organizations, units of government, dealerships and individuals. Through the firm’s membership in PKF North America, Wipfli can draw upon the resources of 240 firms in 440 locations in 125 countries around the world. For more information, visit http://www.wipfli.com.