NexJ integrated agent desktop solutions combine NexJ’s enterprise CRM functionality with existing systems and data stores to provide a single view of the customer across multiple channels. Insurance carriers use NexJ integrated agent desktops to provide agents with strategic CRM functionality and extract additional value out of existing systems. Agents and Customer Service Representatives can view policy information and claims history in combination with detailed customer profiles. Products, policies and services are aggregated by household, so all agents have a complete picture of a client’s policies and gain insight into spheres of influence.
Select functionality includes:
- Comprehensive customer view – Deliver a unified view of the customer across all enterprise systems
- Householding with aggregation of policies, quotes, and interactions
- Business Process Automation (BPA) - Automatically populate forms with profile and policy data from disparate legacy systems to support processes such as new business application and policy reviews
- Scheduling & task management – Present a complete set of interactions by customer or household
- Seamless integration - Combine customer-centered data and processes from existing platforms
- Integrated insurance policy and demographic searching with flexible queries & customized reporting
- Lead, opportunity and campaign management with the detailed information agents need follow up on leads, prospects and referrals
