Microsoft Dynamics for Insurance Brochure

Microsoft Dynamics for Insurance Brochure

Microsoft Dynamics CRM for Insurance Composite

Microsoft Dynamics CRM for Insurance Composite

Microsoft Dynamics CRM for Insurance Fact Sheet

Microsoft Dynamics CRM for Insurance Fact Sheet

Microsoft Dynamics CRM for Insurance White Paper

Microsoft Dynamics CRM for Insurance White Paper

Microsoft Dynamics CRM Mobile Insurance White Paper

Microsoft Dynamics CRM Mobile Insurance White Paper

Lloyd's Market Management Information

The Lloyd's market structure and approach to business development via networking, personal and corporate presence / development and acquisitions makes it extremely difficult to establish a clear and accurate picture of client relationships and trends across their organisation.

Agents and Syndicates typically drive their business strategies forward from key information about clients, their characteristics and trend information held in a variety of locations including multiple systems (internal or externally developed), personal spreadsheets or databases, Microsoft Outlook and employee knowledge. This represents a huge risk to any organisation operating at Lloyds, as the wealth of valuable client information amassed over time cannot be easily collated and quickly acted upon to improve business development opportunities or contribute to the success of their business.

Essentially Lloyd's agents and syndicates are unable to accurately direct their organisations from key information to support the critical decisions, therefore limiting their ability to establish clear quantifiable indications of the health, potential and/or shortcomings of their business.

Pythagoras has developed a number of enhance Business Intelligence (BI) and data mining solutions for the Lloyds market to help agents and syndicates share and act upon information within their organisation, cultivate and analyse business trends and identify the best ways to develop and take new propositions to market.

Our Qlikview solution for the Lloyds Market is a powerful yet easy-to-use analysis solution, which empowers front-line management and staff to take advantage of information in new ways. Unlocking the value in delivering the right information to the business users who need it, at the time they need it, and in a way that is meaningful and usable to them.

Qlikview for the Lloyd's Market removes the requirement for teams of data gatherers and analysts to answer key questions within the organisation and the business issue of untimely responses and lack of resource availability associated with this approach. Qlikview for Lloyd's puts usable, meaningful answers at the fingertips of the people on the front lines who are the key to unlocking the value of information.

Quick-to-deploy, easy-to-learn, easy-to-use

Qlikview requires little or no end-user training. End users are able to use Qlikview applications in minutes, resulting in fast deployment and reduced costs. Once familiar, Qlikview users find it hard to work without it and the benefits of:

  • Holistic views of the client trends and past interactions, risk information and opportunities to develop additional revenues.
  • Identify high-value customers and develop appropriate, targeted business development campaigns.
  • Which customers and class of business have yielded the lowest loss ratios and highest performance.
  • Whom to best target for new business development campaigns, and how sales are tracking against targets in terms of revenue and profitability.
  • How products are performing relative to risk forecasting, and what exposure concentrations exist in the portfolio.

Qlikview for Lloyds is deployed by forward-thinking insurance companies worldwide to improve sales-performance tracking and uncover cross-selling opportunities with profitable clients. Discover why more than 250 financial firms, including over 50% of the Fortune global top 25 have turned to Qlikview to improve business performance across their organizations.

Integrates all data for analysis

Qlikview handles the integration of virtually all existing data formats - from standard relational data, to text exports, Microsoft Excel data, and XML streams. Data is loaded, cleansed, and stored using a wizard driven ETL script. Qlikview adapts to the company's existing environment not the other way around. Whether data is stored in data warehouses or operational systems, it is always available for use in Qlikview applications.

Fast ROI and lower costs

Thousands of our customers have deployed Qlikview applications in a matter of days. With Qlikview a fully functional prototype application can be available in a matter of hours. On-going adjustments to the applications have been simplified in Qlikview. Qlikview supports an unlimited number of dimensions and measures, and they can be added in minutes. Qlikview implementations are fast and result in a fast ROI

See solutions for your business by clicking below

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To see Microsoft CRM for the Lloyd's Market 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.

 


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