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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.

CRM for Life Insurers – Sales Automation

CRM for Life Insurers – Sales Automation

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.

Policy Pipeline Management

Policy Pipeline Management

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

Life Insurance Policy Renewal

New Life Insurance Policy

New Life Insurance Policy

Social Collaboration

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.

Social Collaboration

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.

Workflow and Email Templates

Mobile Access

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.

Mobile Access

Sales Analytics for Life Insurance Policies

View performance dashboards to understand performance by category, insurance product, producer/ agent and track win/loss ratio.

Sales Analytics for Life Insurance Policies

CRM for Life Insurers provides a comprehensive solution for Life Insurers. Get an online price quote or request more information by emailing us as info@hitachisolutions.com.