Second CRM - Empowering Insurance agents
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Transcript of Second CRM - Empowering Insurance agents
© 2016 Soft Solvers Solutions. All Rights Reserved.
Empowering Insurance Agents
A Business Introduction
Making Businesses Profitable www.secondcrm.com
/secondcrm
© 2016 Soft Solvers Solutions. All Rights Reserved.
Customers. Problem? Age of Information Glut,
Customers have access to Everything out there on tips
* SoftSolvers Research 2015-16 in Malaysia and Singapore.
Companies invest heavily in building agents pool, train them to be the best, but miss equipping them with right tools to serve the Customers
Companies generally have no visibility in the sales pipeline on which (independent/third-party) agents are working or any way to support them
© 2016 Soft Solvers Solutions. All Rights Reserved.
Result Agents unable to access policy info at
all times to serve their customers
Inability to follow up proactively or even wish happy birthday or festival greetings, forgotten Customer requests. Result: Business loss
Companies have no idea what agents are up to, how many customers they are seeing on daily basis, how many are interested in purchasing, or what kind of objections they are raising and so on. Result: Lost touch with Customers
© 2016 Soft Solvers Solutions. All Rights Reserved.
Second CRM for Agents
Second CRM gets limited Read only data (policies, etc) from the Core Insurance System, on daily basis
Agents can access the Customers and Policies info in Second CRM
Any where, Any time
Ready info on Tips at all times
With Second CRM, agents now know which policy is expiring and when, how much is the premium for timely informing Customers, they know when is Customer’s Birthday, and what new products
are available, to maximise their Customers portfolio
© 2016 Soft Solvers Solutions. All Rights Reserved.
Second CRM for Agents
Agents can enter any new leads they meet, keep track of all their
appointments, reminders, etc and update the status of their meetings
If agents are part of bigger agency, Second CRM allows their managers
to monitor, generate reports and support them, as required
Manage Agency Operations
With Second CRM, agencies now can manage their leads well and serve their Customers better, never loose appointments and always
know where their stand in the monthly or quarterly targets
© 2016 Soft Solvers Solutions. All Rights Reserved.
Second CRM for Customers
Customers access online portal for viewing policy details and
apply for claims and track status
Customer Self Service Portal
With Second CRM, Customers can login at their own convenience and check their policies, premium and update their contact details
and if they wish to reach the company, they can just create a request and check its status anytime
© 2016 Soft Solvers Solutions. All Rights Reserved.
Second CRM for Insurance Company
Insurance Company can access the consolidated reports on new leads, sales pipeline, how active
are the agents, etc
Market Insights & Customer touch
CRM for Insurance Company
Consolidated report on leads (categorised, by area, type, etc)
Consolidated sales pipeline (forecasting)
Consolidated sales (policies, $$$, categorised)
Send newsletters, alerts, birthday & festival greetings, etc to advertisers and customers
Other monitoring reports
© 2016 Soft Solvers Solutions. All Rights Reserved.
Second CRM for Agents
Agent Features Manager Features Customer Features
Agents access Second CRM using desktop or mobile to access the Customer info
Managers access Second CRM to monitor agent activities and
providing sales support
Customers access online Portal via web for viewing policy
details and apply for claims
Access Customers’ Info (Birthday, Policy, Claims, etc)
Activity planning & reporting (Calls, Meetings, etc)
Able to Send Email / SMS to Customers / Potentials
Record Customer Requests / Feedback
Download documents
Notifications & Alerts
Sales Incentive Reporting
Monitor Agent Activities
Act on Customer Request / Feedback
Email / SMS Marketing
Design and execute Customer Survey
Check Agent’s Ranking & Performance reviews
Notifications & Alerts
Sales Reporting
Access Policy details
Able to update Contact details (email, mobile, etc)
Apply for Claims, upload documents & check status
Pay Policy premium online
Able to Send Requests or Give Feedback
Rate interactions with the Agents
Notifications & Alerts
Suggested Features
© 2016 Soft Solvers Solutions. All Rights Reserved.
Second CRM for Insurance Co
Insurance Company Features
Insurance company can access Second CRM to monitor agent’s activities and can have ability to push messages to the prospective customers
Consolidated report on leads (categorised, by area, type, etc)
Consolidated sales pipeline (forecasting)
Consolidated sales (policies, $$$, categorised)
Send newsletters, alerts, birthday & festival greetings, etc to existing or prospective customers
Other monitoring reports
Suggested Features
Note: Features can be added/customised, as required.
© 2016 Soft Solvers Solutions. All Rights Reserved.
Implementation & Support Second CRM consultants work together with clients’ team at
all stages of Second CRM implementation
Requirements Gathering, System Analysis
System Setup, Configurations & Customisations
Integration with backend system for Data sync
Testing & User Acceptance Sign Off
End User & Admin Training & Go Live (Pilot)
Estimated Implementation Time = 6-8 weeks*
Initial setup and pilot release with few agents
Continuous Support during Subscription Period Server & Application Maintenance (Backup, Patches, Upgrades, etc)
Dedicated Customer Support (SLA, Contact Centre, Online Support)
Minor Changes and Bug Fixing
* Estimated implementation time.
© 2016 Soft Solvers Solutions. All Rights Reserved.
Success with Second CRM Case Study: AmTrust Mobile Solutions
“Second CRM’s quick turn around time and
churning out features at fast pace, allowed
us to go live with 12 projects in the span of
12 months, making us a totally different
organisation in small time frame.”
COO, AMS * Customer since Dec 2013
AmTrust Mobile Solutions provide mobile phone protection products to millions of consumers in Malaysia, India, Indonesia and Vietnam.
AMS used NetSuite CRM for 6 years, which served well in beginning, but company’s fast growth required something more flexible, with faster response and at reasonable cost.
Second CRM was implemented first for Malaysia and Indonesia, migrating entire database from NetSuite. Then it was expanded to India and Vietnam, including setting up customer self-service claims’ portal for different countries. Currently working on mobile apps and the backend support for all countries.
System highlights Migration from NetSuite and Go live
within 2 months and then over time automated many other areas
Manage Policies, eCertificates, online Claim processing, Underwriting reports
Integration with UOB (Malaysia) and BCA (Indonesia) for monthly premium
Proactive Fraud Prevention measures
© 2016 Soft Solvers Solutions. All Rights Reserved.
Company
Partners
Echelon Finalist 2011 - Asia’s largest
Startup event
Asia’s Top 50 Apps
2010 - E27 Singapore
Silver award for Best CRM Implementation 2010 - CCAM Malaysia
CRM Idol Semi finalist - 2012
& 2013
Awards
SoftSolvers Solutions, founded in 2010
Cloud based Business Automation Solution leader in APAC
Experiencing rapid growth since inception
Cradle recipient (under MOF), attended accelerator programme
Head Quarters Singapore
R&D - Global Support Cyberjaya, Malaysia
Sales Kuala Lumpur, Malaysia Singapore Manila, Philippines Sydney, Australia United States
© 2016 Soft Solvers Solutions. All Rights Reserved.
Some of our Customers
Second CRM has worked with more than 200 customers across Asia.
© 2016 Soft Solvers Solutions. All Rights Reserved.
Thank You Questions & Answers
Making Businesses Profitable www.secondcrm.com
/secondcrm
Soft Solvers Solutions Malaysia: +603 8320 5871 Australia: +6140 5811 649
Singapore: +65 6304 8022 Philippines: +63 906 284 3137
Web: www.secondcrm.com Email: [email protected]