Insurance companies offer an array of policies. CRM makes it easier than ever to upsell a client from a small insurance policy to a bigger one and administer faster claims processes. Identify your clients by creating a 360-degree view of their profile. By moving from a policy-centric view to a client-centric view, you can identify your client’s 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.
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.Learn More!
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!Learn More!
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).Learn More!
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.Learn More!
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.Learn More!