Customer Relationship Management
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.
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.