Microsoft CRM for Insurance Brokers
Insurance is a complex product where personalised service — achieved through an intimate knowledge of customers and their histories with an insurance company — is critical to making sales. As insurance options broaden and products grow more complex, customers seek superior, personalised service more than ever. Competitive Insurance brokers also understand how they must infuse their offerings with new technology such as Microsoft CRM for Insurance brokers to help them succeed.
Many Insurance brokers have a complex task in managing their relationships with their customers and prospects. To maintain a competitive edge and viability, insurance brokers are focusing intently on delivering superior customer service. Insurance broker software such as Microsoft CRM for Insurance brokers helps brokers increase sales, improve customer service and streamlines the business, all at a fraction of the cost of more expensive broker management software systems.
Book a webinar or demo today for Microsoft CRM for Insurance brokers
To see Microsoft CRM for Insurance brokers in action, simply call us on 0845 850 1550 or email us info@pythagoras.co.uk to organise a webinar or demo so you can see how this unique product can add value to your operations. Microsoft CRM for Insurance brokers can be linked into your existing applications or systems to offer a new way of working.
A comprehensive customer relationship management (CRM) strategy for Insurance brokers addresses three imperatives: providing a unified enterprise customer view; retaining customers with great services; and controlling costs by streamlining processes.
These three imperatives form a unique interplay that maximizes sales while reducing operational costs—the equation for improved revenue growth and profitability.
- Gain a Unified Enterprise View of Customers
- Retain Customers With Great Service
- Streamline processes for efficiency
Insurance broker companies are continually looking to increase sales growth and profitability plus they are also looking for ways to streamline sales and get better relationships with customers. Pythagoras has developed an advanced version of Insurance broker software in the form of Microsoft CRM for Insurance brokers.
Benefits of Microsoft CRM for Insurance brokers
- Manage relationships with customers at a local level using whist unifying relationship management processes across the whole business.
- A real-time relationship dashboard spans key topics such as call planning, meeting minutes, actions, the status on large cases, and new business prospects.
- Microsoft CRM allows the development of a customised dashboard highlighting real-time issues such as quote allocation, quotes in the market, won cases, net and gross strike rates, large cases, and status on prospects.
- Microsoft CRM for Insurance Brokers substantially increases cross-departmental visibility into individual customer needs and allows formerly siloed employees to collaborate on providing better value service to customers.
- Development Managers can score data quality, understand the extent to which the right brokers or contacts are being visited, and the degree to which contacts are being related to opportunities.
- The system sits within Microsoft Outlook which guarantees 100% login rate and very quick user adoption.
- Managers and Sales executives can drive a metrics-driven culture that allows them to capture, manage and report on key data across the company.
Perhaps the best feature of Microsoft CRM for Insurance brokers is that it turns Microsoft Office Outlook into the one place where you can manage both customer data and communications. Microsoft Outlook messaging and collaboration client is already the world’s leading tool for customer communications. Microsoft Dynamics CRM extends the reach of Microsoft Outlook by turning it into a tool to manage customer information. It puts lead information, marketing pitches, and sales call information into one central location for your sales and marketing staff.
10 other reasons why Microsoft CRM will help add value to your operations.
For more information or to book a demonstration, please contact the Pythagoras Insurance team on 0845 850 1550, or email us at info@pythagoras.co.uk.
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