Liverpool Victoria
LV= improved Broker productivity by 66% with Dynamics CRM, removing key information silos
A centralised tool that collates all the key information that silos across teams
Overview
Established in 1845 Liverpool Victoria is the UK’s largest friendly society helping their customers and members make the best choices when it comes to their money, with a range of savings, investments and insurance products that are both good value and award winning.
LV= have no shareholders to take a share of the profits therefore their focus is always on delivering the best value products and services for their members and customers.
As one of the leading insurance organisations in the UK, LV= wanted to build on their heritage and position in the market. They needed a new internet based customer system that staff could log into from anywhere, and could consolidate information.
This information existed across the organisation in many formats, which was needing to be pulled into one easy to access system, enabling their sales staff to better understand their broker network.
Why Pythagoras
Pythagoras were clearly head and shoulders above the other Microsoft partners. Since we have had them on board we have found them very proactive; there has been a lot of interaction and we have built a very good long term relationship with them.
Business Needs
We Provided
Outcome for Client
With key information silos across teams now a thing of the past, LV= can now: access client management on the move; benefit from enhanced compliance and auditing capabilities; better utilise broker information to maximise profitable relationships; easily analyse, develop and target the broker market; and operate and communicate dynamically both internally and externally.
66%
less admin, sales staff can now focus on lead generation
We are much more informed about our brokers now, the information we have at our finger tips is priceless
