CRM for Insurers - Marketing
CRM for Insurance solution includes Marketing Automation tools to manage marketing campaign and activities. The solution includes capability to create dynamics marketing lists, add activities and perform lead qualification using dialog and workflows. The solution includes functionality for creating, executing and measuring responses of marketing campaigns. It has the functionality that will allow to track marketing programs that use many communication channels to accomplish specific results.
Manage your marketing campaigns, introduce new insurance products or retain policy holders, and cross-sell other Insurance policy products. Create templates that can be used for creating campaigns. Track campaign effectiveness with policy holder adds, renewal percentage.
Campaigns can have target markets e.g. Toyota car owners driven off from dynamic marketing lists in Microsoft Dynamics CRM and activities that are staged at different times over the life of the campaign e.g. initial activity is a phone call, followed by a meeting and then a thank you email with marketing collateral.
Create marketing list effectively with flexible segmentation functions based on the criteria for your marketing campaigns for Insurance. Be able to save marketing list records for repetitive campaign events. Use static and dynamic marketing list consisting of contacts, accounts and leads from internal and external sources. Use advance find or existing view to manage members with or without a common criteria that will be link to your campaign records.
Dynamic marketing lists are created based on queries and automatically add member that meet the criteria.
Create multiple associated activities for your Insurance marketing campaigns, leads or new policy opportunities with various media channels such as phone, tasks, email and other social media to execute the campaign. Add one or more campaign activities such as sending email to the records on the marketing lists followed by relevant activities such as an introduction phone call.
Campaign Activities and Response
Automatically create activities that get assigned to insurance sales reps or producers e.g. to make phone calls. Also distribute phone calls to an outsourced vendor if necessary.
Activities can be phone calls, emails, letters or appointments / meetings
Capture prospect or customer responses for campaign activities. Be able to record response from incoming emails, campaign activity or lead records.
Manage the records of the lead generated from each Insurance marketing campaign. Create qualification process to qualify the contact from marketing list and activities using workflow and dialog process. Use workflow process to automate assignment of the leads generated from marketing campaign to respective insurance representatives/ brokers as relevant.
Standard reports for analyzing renewal percentages, lead to policy holder conversion and customer demographics. Generate analysis on marketing campaign and responses to measure the cost and efforts applied on each of the campaign. Drill down capability to view more detailed information regarding campaign and leads generation.