Insurance Sales- Leads Funnel
Through CRM4SURE you can manage Life insurance (and General insurance) sales leads for new business through tied agents, part-time
agents, corporate agents and brokers. An insurance lead funnel can be closely tracked and
driven for closure through product specific (short term life vs. long term
investment product) stages of maturity till closure. The system can be
seamlessly integrated for 3rd party access for a transparent view on the business
in pipeline. Field Movement Tracking, Mobile based app, active status updates
are leading features in CRM4SURE help ensure success.
Insurance Customer Service
can effectively capture the insurance customer service requests and track their closure
through different stages, which are customized based on each specific request
type (i.e. claim settlement vs. Policy Statement). You can capture every
activity done for servicing in daily service report. An automatic escalation of
aged support tickets, analysis on the root-cause of service issues, service
employees productivity management are some of the capabilities you can
effectively achieve for a great customer experience and satisfaction.
Insurance Agent-Channel Development
Managing diverse channels in Life (and General) Insurance
industry a unique challenge. Not only there are large number of agents &
employee which are engaged in distribution of insurance products, there is many a times
significant churn in the network. Therefore, insurance business needs like expanding the channel,
appointing new agents, agent profiling, agent-broker employees
training, channel issues management, channel communication & updates,
relationship contact and marketing support through events etc…can be easily configured in CRM4SURE.
Insurance Policy Renewals Management
Acquiring new customers for an insurance business is a
costly affair. Therefore renewal is extremely important criteria for business
break-even and profitability. CRM4SURE enables you to manage renewal policy
assignment, pro-active Insurance policy renewal calls, follow-up, Policy renewals productivity analysis, mobile based
daily renewal report and many other aspects to ensure that you retain your
customers year after year.
Insurance Customer Relationship and Satisfaction
Insurance is everything to do with customer life stage assessment and to approach
an insurance customer at the right points for tax saving instruments, career stage,
family stage etc...CRM4SURE provides many capabilities like customer-tagging for cross-sell/up-sell activities, customer relationship
activity norms, targeted customer communications, set-up targets for policy renewals
& customer references and daily customer contact activities report. Similar principles apply for General insurance, in terms of getting maximum share of wallet, by assessing and selling end-to-end needs for car, property and health.