ADVANCED SALES AND CHANNEL MANAGEMENT

  • Improved services for sales force, agents & brokers
  • Sales force and distribution flexibility by support of agile incentive and compensation models.
  • Advanced sales qualification management

SUPERIOR CUSTOMER VALUE

  • 360° view about customer anywhere and at any time
  • World-class customer analytics.
  • Multi-channel capabilities.
  • End-to-end business processes.

TARGETED AND EFFECTIVE MARKETING

  • Optimize the marketing strategy and align the organization.
  • Streamline the campaign planning, development and execution processes across all interaction channels.
  • Increase sales agent productivity and help to increase customer conversions.
  • Gain full visibility into marketing effectiveness.

CRM FUNCTIONALITY

INSURANCE AGENT WORKPLACE

Predefined role with features & functions the insurance sales force really need. It offers a modern, state-of-the-art, and easy to use access point to everything the insurance agents need in their daily work.

INSURANCE BUSINESS PARTNER MANAGEMENT

Creating and managing customer data, merging duplicates, getting a holistic overview per customer, and creating follow-up tasks and other documents is covered in this scenario.

APPOINTMENT MANAGEMENT FOR INSURANCE AGENTS

Insurance appointment management includes activity management with pre-defined document templates to satisfy legal requirements.

INSURANCE QUOTATION AND APPLICATION MANAGEMENT

Support of the complete insurance sales process from quote to application to policy for a sample insurance product which can be easily adapted.

INTERACTIVE REPORTING FOR INSURANCE AGENTS

Anytime easy access to the sales data: Online reporting for, for example, number of active customers, quotations and applications, makes it easy to monitor the status at all times.

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