Policy-Driven to Customer-Centric in the Insurance Industry | Solutions Metrix
Policy-Driven to Customer-Centric in the Insurance Industry

Policy-Driven to Customer-Centric in the Insurance Industry

Many insurers are turning to CRM tools to reshape their business from a policy-driven to a customer-centric organization to stay competitive and keep up with changing customer needs. By tracking customer interactions and data, insurers can personalize policies and services for each individual, improving customer satisfaction and loyalty.

Here are the topics that will be covered in this eBook:

  • Policy-Driven to Customer-Centric in the Insurance Industry
  • Policy-Driven vs Customer-Centric
  • Benefits of Adopting a Customer-Centric Approach
  • Shift to a Customer-Centric Approach with CRM
  • Benefits of a CRM-Based Policy Purchase Process
  • Broker Management
  • Quicker and Easier Processes
  • Lead Generation
  • Customer Service
  • The Future of CRM in Insurance

Want to learn more? 
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What can Solutions Metrix do for the Insurance agency

Solutions Metrix helps select the best CRM platform to make it easier than ever to upsell a client from a small insurance policy to a bigger one and administer faster claims processes. By moving from a policy-centric view to a client-centric view, an insurance agency can identify clients’ needs with greater precision and provide tailored solutions, thereby creating upselling and cross-selling opportunities. CRM also provides quick and accurate access to client information, which feeds the client services team with faster results and enhanced customer experience.

Clients we've worked with

Client: Saskatchewan Blue CrossClient: AGP AssuranceClient:

Policy-driven to customer-centric transformation in the Insurance industry

Check out our webinar to find out how CRM tools reshape the Insurance business from a policy-driven to a customer-centric organization to stay competitive and keep up with changing customer needs.

  • Customer-oriented approach
  • Optimization & automatization of claims management processes
  • Personalization & automatization of policy renewal processes
  • Automatization of onboarding processes

How Solutions Metrix can help you get there

  1. Review and assessment of your business objectives
  2. Personalized demo of CRM platforms
  3. Presentation of a typical CRM platform implementation plan
  1. Quick assessment of your potential ROI
  2. Delivery of an action plan
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