Insurance 365

Subdivision of the customer view into a clear structure with a corresponding overview:

• Private customers / Contact
• Corporate customers / Account
• Partner / Account (agency, broker, insurer, service provider)

Segmentation of customers into:

• Qualified (Contacts and/or Accounts)
• Interested (contacts and/or accounts)
• Current policyholders (contacts and/or accounts)
• Former policyholders (contacts and/or accounts)

Corresponding contacts can be recorded for corporate customers and partners.

Whether it's a consultation or a claims meeting, direct customer contact on-site or remote offers the best opportunity to interact with customers and sell insurance products.

Offer customers and prospects a simple way to set up a meeting on-site or as an online meeting with self-service options and predefined time windows for the respective request. All meetings  are transferred directly to your calendar. Internal service staff or agencies can also work with pre-selected contacts.

For an agreed meeting the user is guided through both the preparation and the appointment itself. In this way no important points and information are forgotten. The customer thus receives the individual support he or she deserves.

In the follow-up, the relevant information can be sent to the customer automatically and follow-up activities can be recorded in the CRM. In this way, you never miss an opportunity to do business while providing the highest possible level of service to the customer. 

It makes no difference whether it is an initial consultation, an annual meeting or a claims intake, simply create a consultation protocol or meeting note from the information already prepared and recorded in a structured way from the consultation/client meeting.
The creation is based on predefined templates (pre- and post- processing).

The pre-structured potential (lead) qualification process ensures sales potential. It will be continuously enriched with information using predefined actions - provided by your employees.

The conversion-rate is analysed according to the new insurance policies (using a defined index).

Collect structured and concrete inquiries about specific segments from customers and business partners. Information on next steps helps to achieve the greatest possible success and maximize the number of deals.

Additional, outcomes of the sales opportunity can be recorded to gain insights for future inquiries.

Profitability is an important indicator in the insurance industry, showing, for example, whether a customer relationship or portfolio is profitable from the insurer‘s point of view. In this context, premium income is offset by claims payments.

With our solution, these profitability figures can be viewed at different levels and for different objects (e.g., customers, contracts, broker portfolios), so that appropriate portfolio management measures can be taken at an early stage.

With self-service and automation, customers can answer their own questions quickly and easily. Integrated, powerful chatbots automatically resolve repetitive tasks and simple support cases in direct communication with your customers.

Handover to an agent for specialized handling is also possible

With the display of policies and claims, we round off the 360° view of the customer, giving insurance companies, agencies, brokers and customers a complete overview of the portfolio, the policies concluded and claims.

The system is used as a front-end option for recording claims in order to pass on the relevant information to a claims processing system.

Through the structured display in CRM, sales follow-up activities from both objects can be recorded and processed to increase efficiency, effectiveness and success.