Authored on: Jan 27, 2012
Insurance organizations are mandated to comply with increasingly stringent compliance, administrative and reporting requirements. This leaves agents and brokers spending time performing cumbersome administrative tasks rather than focused on revenue generating activities.
An integrated approach to CRM can provide organizations with a cost-effective and efficient method of leveraging enterprise customer data stored in legacy and back-office systems. It combines customer profile, interaction and policy information to present agents with a comprehensive view of the customer. This allows agents to work more effectively, deepen client relationships, and ultimately grow revenues.
Read this paper and learn how a integrated CRM solution can improve agent productivity and enhance customer service.