CRM Solutions for Insurance Industry
Build highly collaborative after-sale service team.
Clients Data Management
This system will help to evaluate and analyze clients by storing clients-related information. It will record communication processing in different forms and so to help you know all the communication details. You could use these data to depict clients’ preference and better serve your insurance marketing.
Sales Personnel Management
Comprehensive records and real-time monitoring system help you to know the details and performance of junior-level personnel sent outside for insurance promoting. You can be informed with the content and status of all projects whenever and wherever you like. Not only will managers be assisted by the system to manage and supervise all issues in a certain project, but also the insurance salesmen will benefit by marking the status of a certain client on the system and further knowing the current situation.
Decrease the Loss of Clients
You are enabled to mark housing resources and reassign the person in charge of a certain customer, so to avoid the loss of clients resulted from salesmen departure. The system will help to categorize and rank different clients, and it will assist you to build marketing teams.
Marketing activities for absorbing potential clients
This system will help you to organize a series of clients-attracting activities and will also help to record the effect of the activity, the budget, the number of people involved, the deals done and the number of newly developed clients in each activity. The system will also help you to analyze data related to different activities and help the marketing team to make more effective and scientific strategies.
Build highly collaborative after-sale service team.
All-around system applications to satisfy all your needs.
1. Insurance Clients
2. Lead & Opportunity
3. Activities
4. Insurance Contracts
5. Services for Clients
Multiple Categories
Sales Responsibility Management
Insurance Categories
Historial Behavior
Acquire leads from multiple channels
Whole Sales Process Monitor
Daily Sales Log
Activity Request
Budget Evaluation
Effect Feedback
Activity Revenue Analysis
Insurance Type Informantion
Insurance Types
Insurance on sale/off sale
Contract Approval
Order Management
Clients Birthday Reminder
Renewal Reminder
Dozens of applications at your choice
All-around system applications to satisfy all your needs.
Insured Clients Management
Insurance Products Management
Prospective Clients
Lead Management
Security Management
Promotion Activity
Sales Personnel
Sales Behavior Tracking
Client Guarantee Plan
Order Management
Renewal Payment Management
Contract Management
Time-check Management
Claim Management
Complaints & Proposals
Enjoy Wukong Services on Multiple Platforms
All-around system applications to satisfy all your needs.
Do you have questions?
Contact us at info@72crm.com We’ll help you identify the services that would benefit your enterprise.
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