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Mutual of Omaha Deploys Agility to Agency Distribution Channel

Navagate delivers solution to accelerate business processes and maximize customer engagements

NEW YORK –- June 30, 2009 -– 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

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.


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