Customer First: Deepen Relationships and Grow Revenue with Integrated CRM

Customer expectations are changing more rapidly than insurers can adapt their existing systems. In a business environment where insurers are struggling to maintain market share, it’s imperative that they deliver a compelling customer experience, but earlier-generation CRM systems have fallen short of expectations. 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. Combining customer profile, interaction and policy information presents agents with a comprehensive view of the customer. This allows agents to work more effectively, deepen customer relationships, and ultimately grow revenues.

In this one-hour webcast…you will learn how to:

  • Develop a comprehensive and complete view of  the customer across all channels
  • Migrate from policy-centric systems to customer-centric business processes
  • Deliver a customer-centric view across lines of business for a consistent customer experience
  • Create an integrated desktop with actionable information and processes available to guide producers and assistants to be more productive
  • Drive positive customer experience, service excellence and up-sell/cross-sell

Speakers:

  • Rob Tyrie
  • Anthony O’Donnell (I&T)
  • Clark Troy (Aite)

To access the Customer First: Deepen Relationships and Grow Revenue with Integrated CRM webinar please complete the form below.

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