Insurance

Turn Potential Defectors into Loyal Customers with a Tailored Microsoft Dynamics CRM Solution

Find out how

Minimizing Defections and Increasing Revenue

Consumer loyalty is hard to come by in the insurance industry, where people often switch plans based solely on the price of premiums. Still, insurance providers can minimize defections and increase revenue by improving service and delivering a better overall customer experience.

Gaining a Competitive Advantage by Improving the Customer Experience

Through effective use of CRM technology, companies can gain better insight into customer needs to improve the customer experience. Neudesic has years of success implementing CRM solutions for insurance carriers, agents and brokers, gaining deep insight along the way into the unique challenges they face.

Helping Insurance Organizations:

  • Gain a 360-degree view of customer transactions to simplify account management
  • Track, record and analyze data to build and strengthen customer relationships
  • Monitor sales, services and marketing processes to uncover new revenue opportunities
  • Deliver accurate, real-time information to reinforce the agent-carrier connection
  • Provide secure on-the-go access to critical CRM data across multiple devices and platforms

Delivering Real-time Information to Uncover New Revenue Opportunities

Neudesic CRM solution for insurance professionals offers customizable dashboards that allow you to maintain current and comprehensive client portfolios, improve referral management effectiveness, and leverage client information for up-sell and cross-sell opportunities. Other features and dashboards provide additional views into business and client data.

Find out how to get the most from your investment in Dynamics CRM.