We Understand the Insurance Industry
No matter if you're offering property and casualty insurance, life insurance or health insurance you still need to increase your sales through a combination of agents, brokers and your own selling efforts. Then once you've acquired a customer, they're demanding quick resolution to their issues and increasingly looking for self and social service options. Innoveer and cloud CRM can help mitigate the risks and open opportunities.
Innoveer has worked with a wide range of insurance customers include AXA, New York Life, Irish Life, EmblemHealth Insurance, Aviva and Unum.
Our Point of View
Example projects we're working on for insurance firms include:
- Call Center Optimization: For one large health insurance organization, their objective was to increase customer satisfaction and to reduce costs. To achieve this, we worked on an ambitious customer service program whereby 86% of all inbound calls get solved by the member services agent who first picks up the phone.
- Salesforce Transformation: Insurance companies often change and adopt their products to market needs, which can result in dramatic changes to the roles of field-based representatives. We're working with one such insurer who is changing their sales model as a result and is implementing a new sales process and sales automation system to support it.
- Mobile Sales Automation: For a prominent life insurer, we’ve been helping to mobilize its CRM solution, giving its field agents rapid access to complete customer and broker details, so they can more rapidly court customers with profitable proposals.
- Social Monitoring: The insurance industry isn't adopting social technology perhaps as quickly as other industries, but we're seeing an increasing trend in projects that help to monitor the on-line world for mentions and unhappy customers who need to be serviced.
Stay in touch with our perspective on this vital industry through our CRM Insight Blog's insurance content.
Work With Innoveer
Need to implement CRM quickly?
Innoveer’s Marketing, SFA and Service Accelerators deliver fully functional, cloud-based CRM programs in less than 4 weeks specifically designed for insurance companies. For a fixed price, benefit from core capabilities that increase automation, productivity and effectiveness.
Optimize or perform a health check
Take marketing, sales or service capabilities to the next level. Innoveer’s brief workshops provide detailed recommendations —the next “best steps” — for creating maximum results based on our CRM Excellence Framework. Understand the time, cost and benefits of increasing your CRM capabilities.
Social business assessment
Learn how new and emerging social technologies can transform your organization. Innoveer has developed our Social Business Excellence Framework which shows insurance organizations the best practices and benefits of adopting these new technologies.
Success Story
ABN Amro Private Banking
Innoveer worked with this private bank to tightly integrate its sales reports and CRM system. Reports that managers deemed ultra-important were displayed, front and center, whenever a salesperson logged into the CRM system. The most important reports showed how that salesperson was performing against his or her peers.
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