INSURANCE
OUR CLIENTS
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Implement a Solutions Metrix CRM Approach
Engage with your clients using their preferred channels of communication. You can set your channels based on client demographics. Create and execute marketing strategies based on client segments and different communication channels to achieve maximum ROI for your efforts. Stay on top of industry rules and regulations by making sure you are compliant to avoid corporate legal issues by adhering to PIPEDA data privacy and CASL electronic threats regulations.
Shorten Claims Resolution Processes
By identifying your clients quickly and accurately, you can initiate the claims process with fewer delays. Furthermore, a guided and standardized claims process ensures that all the protocols are adhered to. No more guesswork involved in the process!
Provide Self-Service Options and Build Long-Term Relationships
Whether on mobile or browser, personal portal capabilities allow your clients to be independent in managing their policies, submitting claims, changing payment methods, etc. and reduces the customer service team’s workload who no longer needs to look after such matters. Besides, the ability to completely and accurately identify a client allows you to create and sell customized policies for them, thereby building a long-term relationship and increasing the overall lifetime client value (CLTV).
Faster Employee and Client Onboarding
The average onboarding time for the internal sales team can be reduced by up to 75% with a successful CRM implementation. A standardized sales cycle, client onboarding, client nurturing, and account management with CRM keeps your team focused on selling more rather than figuring out what tasks to perform. Whether you are a broker or an insurance company, your clients’ centralized management and offerings enable you to manage your group clients more efficiently in a more streamlined manner.
Improve Customer Interaction
Empower your client services team by providing them with all the client information at their fingertips. Maintain the quality of their communications by customizing agent scripts. Reduce call hold times and provide faster responses to your clients, thereby enhancing your insurance company’s client experience. All types of processes like onboarding, upsell, claims, or policy changes can be easily managed while maintaining communication and standardization.
LOOKING FOR A TAILORED CRM SOLUTION?
Are you in need of upgrading your current CRM software or migrating to a new one? Look no further than Solutions Metrix. Our team of CRM experts have over a decade of experience in providing platform-agnostic CRM solutions to top banks and financial institutions throughout the United States and Canada.