Unify Client Data
Microsoft Dynamics CRM for
insurance brokers has been designed to help brokers maintain a
competitive edge and viability through establishing and unifying
intimate knowledge of their clients for increased business
opportunities.
Within many insurance brokers there
is a wealth of valuable information about their customers:
- Who they are
- What insurance products and services they buy
- History of claims
- Status of their account
These pockets of information are
often fragmented across systems, people and departments, making it
virtually impossible to establish a complete picture of a client-
the most important asset to your business.
Microsoft CRM for Insurance brokers
utilises the power of Microsoft Dynamics CRM to enhance insurance
broker's ability to identify business opportunities, improve
targeting/ prospecting and increase cross sell and up opportunities
to existing clients.
Pythagoras has developed focused
Insurance solutions with Microsoft for brokers to deploy across
their organisation to support unified customer views, retention and
cost reduction within their businesses.
The core solution unifies client
information and enables a collaborative approach to market;
business development consultants, administration, compliance and
management teams all accessing one system ensuring customer data is
not fragmented by product lines, or legacy claims, policy and
billing systems.
Microsoft CRM for Insurance brokers
is a central core platform from which brokers can through a single,
complete, real-time global view, understand and serve every facet
of each customer. This level of holistic, personalised approach can
be the differentiating factor that retains good customers and
reduces churn-an important goal, given that customer retention is
profitable and new customer acquisition can be expensive.
Microsoft CRM for Insurance brokers
is a single integrated technology platform that supports multiple
business channels, multiple client touch points, online client
access and rapid deployment through unique internet architecture.
Core Microsoft CRM features include:
- Sales & Marketing
- Lead Management
- Policy Contract Management
- Tender Process Management
- Customer service & customer relations
- Customer processing & financial Information (integration
ready)
- Workflow quality and compliance capability
The solution is delivered in the
form of a flexible standard system that can be customised in phases
to meet both long-term strategic business vision and the more
immediate issues.
The Microsoft CRM for insurance
Brokers and Intermediary solution enhances the quality and
availability of your data, to make sure every interaction increases
loyalty and satisfaction.
See solutions for your business by clicking below
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
demonstration 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.