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Ken Jacobsen, The TM Group Inc.

Insurance Agency Switches from QuickBooks to Microsoft Dynamics GP for Stronger Financial Reporting


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Being a leading Microsoft Dynamics Partner for ERP and CRM, The TM Group works with a variety of companies, many of those being in the insurance industry. One insurance company was using QuickBooks for their financial application and found they had a number of issues that left them with audit risks.

One of the biggest challenges they experienced was with their high volume of accounts payable transactions. QuickBooks limited this company to consolidating vendors, which limited their ability to track accurately track and report on those AP payments. This insurance company decided to get rid of QuickBooks and implement Microsoft Dynamics GP to help them with their financial and reporting.

Learn more about this project by reading this project profile.

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