In this article, Red Crake's Ed Pugh tells us how brokers can cut costs by using software systems to automate repetitive processes.
Premiums in the high-net-worth space are huge compared with an ordinary household policy, but what can brokers do to assure their clients are paying the right price? Download Post's article to find out.
Case study (upgrading to Microsoft CRM 3.0). Faced with an ever increasing sales force with more complex sales processes, Endsleigh Insurance was quick to identify that its existing system of paper-based documentation and lotus-notes based systems weren't fit to grow with the company's needs.
Hiscox is a specialist insurance group underwriting a diverse range of personal and commercial risks. This case study looks at the insurer's implementation of a new broker management system and the software's impact on recording interactions with brokers, complaints and aggregated premium data.
For too long, insurers have relied on obsolete legacy IT systems. Insurers need to realise the value of CRM technology if they plan to strengthen their business and achieve a single customer view. This article explains the benefits of Microsoft CRM and how firms can achieve a competitive edge.
Insurers are abuzz with the potential for future competitive advantage through “big data" and analytics. This paper assesses opportunities to transform paper documents of all types into digital formats – yielding major improvements in business optimization and the customer experience.
Ciber's four page article provides advice on implementing new software geared towards improving performance and addressing key business challenges. The article covers: broker management; document control and compliance; centralising policy holder intelligence and information management.
The benefits of outsourcing - a broker case study
Insurer case study on benefits of Microsoft SharePoint - collaboration and document management brings efficiency and control to contract management and compliance
Brit Insurance Quick to see benefits of Microsoft SharePoint - collaboration and document management brings efficiency and control to contract management and compliance.
Case study demonstrating how a single view with Microssoft dynamics CRM 4.0 and the Ciber data-hub as part of a strategic initiative for 'customer centric management' can be achieved
How a CRM system providing a single view across the company of all broker relationships, with all associated information such as contact history and sales pipeline