Customer Relationship Management (CRM) in insurance has been well established for many years. Most insurance organizations understand the importance of maintaining comprehensive records of their clients’ product holdings, together with logs of correspondence for compliance purposes. But there is a vast amount of untapped potential in CRM that is just starting to be discovered through technologies such as customer analytics, data warehousing, predictive technologies, mobile access, and collaborative CRM.

Customers are connecting with their insurers through new channels, and they expect to receive consistent service across those channels. Sales representatives who are marketing investment products and services to a wide and diverse clientele need a comprehensive business view to be able to effectively sell to and service their clients. By using new channels strategically, insurers can deliver a better customer experience and establish a true competitive differentiation. However, achieving consistency is not straightforward without an underlying platform that can support all channels. Efforts to create a more effective approach to channel sales and service have been hampered by the shortcomings of existing applications and legacy systems, the continued use of paper-based work processes, and the challenges faced by organizations that exist in silos.

• Microsoft Office and Outlook Integration
• Consolidation of Data
• Manage Agency Relationships
• Manage New Business and Renewal Opportunities
• Call Center Capability