Microsoft CRM for Commercial Insurance Companies
Commercial Insurance 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 the broker community.
Many UK leading commercial insurers have a complex task in managing their relationships with the 1000’s of brokers they rely on for their business. Pythagoras has developed an advanced version of Insurance software in the form of Microsoft CRM for Commercial Insurance companies which can be used across a number of disciplines including Broker relationship management, quoting new business and development management. The core system allows users, including key staff such as underwriters and business development sales people to use one system thus avoiding using fragmented sales systems.
Book a webinar or demo today for Microsoft CRM for Commercial Insurance companies
To see Microsoft CRM for Commercial Insurance companies 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 can be linked into your existing applications or systems to offer a new way of working.
Benefits of Insurance software for Commercial Insurance companies using Microsoft CRM
- Manage relationships with brokers at a local level using whist unifying relationship management processes across the whole business.
- A real-time broker 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 Commercial Insurance companies 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.
- Streamline operations whilst increasing the strike rate for underwriters and business development managers.
- The system sits within Microsoft Outlook which guarantees 100% login rate and very quick user adoption.
- It allows Commercial Insurance companies to rapidly execute change management programs.
- Managers and Sales executives can drive a metrics-driven culture that allows them to capture, manage and report on key data across the company.
Many Commercial Insurance companies freely identify that their processes need to be changed particularly in the way they approach new business development. Many companies manage the relationships with their brokers at a local level, with each business development person and regional office adopting a unique approach to broker relationship management, using Microsoft CRM for Commercial Insurance companies allows for a company wide 360 view of all relationships with each broker and customer.
Book a webinar or demo today for Microsoft CRM for Commercial Insurance companies
To see Microsoft CRM for Commercial Insurance companies 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 can be linked into your existing applications or systems to offer a new way of working.