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CRM for Insurers - Sales Automation

With consumer technology shifting the role of the customer from passive participant to active researcher and buyer, insurance agents need to be agile, highly knowledgeable, and quick-to-respond in order to make the sale – because the customer has no problem reaching out to a competitor to get the information they seek.

CRM for Insurance gives Non-Life Insurers a competitive sales edge with a comprehensive sales database that is updated in real-time, ensuring that agents always have the information and insight they need to better understand prospective and existing customers alike, and thus drive successful selling strategies.    

Full Insight into the Sales Pipeline

CRM for Insurance provides Non-Life Insurers with an in-depth look into the company’s sales pipeline, with the ability to display the different policy applications in the various sales stages. Companies can get a visual understanding of data with dynamic charts and graphs, as well as an accompanying list of the opportunities that comprise the chart. Insurance agents also have access to the data pertaining to their accounts, and are able to view graphical displays and individual records as well.

Charts are also dynamic, so an agent or manager can select whichever segment of the graph or chart that they wish to view more closely, with the window automatically changing to the specific data that comprises that particular segment. The agent or manager can continue to drill even further into that data.

Full Insight into the Sales Pipeline

The ability to access both an overview of data in a graph or chart and the individual data records that comprise the chart enables insurance companies to gain a detailed view of the sales pipeline.

Detailed Records of Lead, Opportunity, and Customer Information

CRM for Insurance provides in-depth records of prospect information, containing contact information, activities and notes related to past or future scheduled activities with the individual, the policies that the individual is interested in, as well as a complete history of any previous interactions that the prospect had with the company. Equipped with this information, insurance agents are able to more finely target communications and collateral, leading to a greater chance of success.

Existing customer information is also valuable in helping insurance agents identify cross- and up-sell opportunities – with the ability to more fully understand customer needs and desires, agents can more effectively present the insurance products and/or services that would most appeal to that individual.

CRM for Insurance also provides an additional level of accountability as the system alerts managers to neglected leads, or sales tasks and activities that have not been completed by the agent.

Detailed Records of Lead, Opportunity, and Customer Information

Comprehensive records in CRM for Insurance allow insurance agents to be up-to-date on important information regarding customers and sales opportunities.

Closely Monitor Sales Stages

CRM for Insurance enables sales processes to be standardized across stages, providing insurance agents valuable direction, and ensuring that sales activities and developments are consistent across the organization.

The CRM for Insurance process bar guides insurance agents through each step of qualifying a lead and closing a sale, allowing the agent to move forward through the process by either entering the appropriate data at each step, or by manually marking the steps as completed – when all the steps are completed in a stage, the lead then moves to the next stage in the sales process.

Closely Monitor Sales Stages

The CRM for Insurance process bar eliminates guesswork by giving agents a step-by-step guide through the sales process.

Social Collaboration

Activity feeds in CRM records give agents a helpful snapshot into the activities that have been completed, future tasks that have been scheduled, and any other new posts or notes related to the customer or lead that an agent has included. With these feeds, agents are able to effectively track their work and the work of their colleagues, creating closer collaboration and ensuring that efforts are not duplicated.

Social Collaboration
Activity feeds help agents keep track of communications and activities pertaining to a particular customer or prospect.

Seamless Integration with Microsoft Outlook

CRM for Insurance’s seamless integration with Microsoft Outlook enables insurance agents to save time, work more efficiently, and improve data accuracy.

Agents can convert an Outlook email into a lead or opportunity in CRM, creating a record in CRM for Insurance, with just a few clicks of a button. CRM for Insurance also allows agents to track email communications, with the ability to link those emails to the individual account record, customer account, or even a case. Interaction details do not get lost between systems; Outlook and CRM for Insurance ensure that agents always have a complete view of engagement for future reference. 

Outlook’s integration with CRM for Insurance also enables agents to attach any articles or sales literature stored in the CRM Knowledge Base directly to an email. The ability to send the right content at the right time helps agents more effectively engage with customers and prospects.

Seamless Integration with Microsoft Outlook

CRM for Insurance’s integration with Microsoft Outlook allows agents to attach items stored in the CRM Knowledge Base to an email with the click of a button.

On-the-go Access on Mobile Devices

On-the-go Access on Mobile Devices

With CRM for Insurance, your agents won’t have to worry about restricted access to policy data, policy premium, payments, and more – even when they are not connected to the internet. The mobile app stores recently-used records, so your agents can still gain access, even when Wi-Fi is not available.

Additionally, CRM for Insurance’s mobile access can increase sales productivity by providing access to important contact and policy information, from sales goals to policy renewals, on phones and tablets

For more information or to schedule a demo email us at info@hitachisolutions.com.