CRM Software for Insurance Companies
We have successfully implemented a number of large CRM projects for Insurance companies in the UK and Europe. We offer solutions based on the market-leading CRM solutions such as Microsoft CRM and SalesLogix.
Our CRM solutions for Insurance companies offers a complete, comprehensive customer relationship management system tailored to meet the needs of the Insurance industry. Specific functionality enables users to better manage client opportunities and relationships and helps sales. Our implemented CRM solutions for Insurance companies have covered the full spectrum of CRM and Sales Force Automation requirements.
Insurance is a complex product where personalised service achieved through an intimate knowledge of customers and their histories is critical to making sales. As insurance options broaden and products grow more complex, customers seek superior personalised service more than ever.
We have developed a number of templates based around Microsoft CRM, and SalesLogix.
Benefits and Features of CRM Solution for Insurance:
- Track Complex Relationships between wholesalers, distributors and third parties
- Improves users productivity
- Comprehensive organisation, contact, and deal tracking to enable you to see everything about your customers
- Profitability driven account planning.
- Award-winning relationship management and contact management
- Powerful Queries and Groups
- Dashboards and Analytics
- Marketing automation
- Workflow and Process automation that will automate key business processes in the business
- Full range of Business alerts
- Powerful Analytics, Dashboards, Reporting and Business Intelligence
- Full integration with Outlook, Email, Office suite, Lotus Notes.
- Comprehensive Mobile and Wireless options, via Laptop, PDA, web or Blackberry
- Ability to integrate with Back office and other trading systems
Please call us or email us to discuss your crm requirements for your company.
See also
CRM for Financial Services
CRM Learning Centre