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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.

Published on June 22, 2023

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What You will learn

  • 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
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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.

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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
  • Personalization & automatization of policy renewal processes
  • Optimization & automatization of claims management processes
  • Automatization of onboarding processes
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Other resources

Why Creatio is Ideal for Insurance Brokers​

January 19, 2024

At a glance: Bringing the pieces together Interconnectivity delivers results What about a comprehensive business platform for insurance

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Best Practices for Insurance Providers​

January 17, 2024

At a glance: Have you factored? Delivering reassuring insurance services Leveraging your existing systems with Creatio’s intuitive and

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From Policy-Driven to Customer-Centric Approach in the Insurance Industry

January 12, 2024

A customer relationship management (CRM) system helps insurers track customer data and interactions.​
Learn more

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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.
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