CRM for Life Insurers - Sales Automation
CRM for Life Insurance is a comprehensive solution to manage producers, agents, sales goals, policy renewals, new customer acquisition process and sales related activities. The solution has ability to manage policy data, policy premium and payments, change in risk and life’s changes such as a birth of child, change of marital status, change of beneficiary.
Policy Pipeline Management
Managing all your policy holder information in one integrated database makes selling, cross sell and upsell easier to manage. Opportunities in the solution track all new policies as well as policy renewals.
Sales Stages - Guided Business Process Flow
Manage sales opportunity life cycle using Sales Business Process Flow for Life Insurance. Guided Business Process ensures standardization with sales stages and steps for each stage. This will guide the Insurance Agent in handling various Life Insurance changes including new policy opportunities, renewals, and life changes of policy holders.
Life Insurance Policy Renewal
New Life Insurance Policy
Manage all activities associated with the sales process using the Social Collaboration Wall in the CRM for Life Insurer solution. This functionality records all sales activities such as email, phone call, tasks, appointments and post from users that you follow as well as allows insurance agents and managers to post updates. Manage updates on the contact information with a 360 degrees view of the contact information and links to all associated campaigns.
Workflow and Email Templates
Use pre-configured email template for policy expiration email notifications to both the customer and the agents. Workflows automate notifications via email, mail and any other media.
Empower your Life Insurance Sales Agents with the ability to access customer information on the go. Create a competitive differentiator with fast access to important contact and policy information. Increase sales productivity of your Life Insurance Sales Agents with the use of tablet and phones applications.
Sales Analytics for Life Insurance Policies
View performance dashboards to understand performance by category, insurance product, producer/ agent and track win/loss ratio.