CRM Solutions for Insurance Services

The right CRM strategy will increase customer satisfaction, customer loyalty and win sales, whilst improving operational profitability.

Additionally, implementing more efficient customer contact and fulfillment systems improve the employee contribution and lead to greater job satisfaction and staff retention.   

 Improve response to your customers

Claims Hotline – Provide full access to your claims service via our Menu Manager software, allowing callers to be routed by their Calling Line ID (CLI), and also be presented with important claims information relating to their area, such as floods or subsidence etc.

CallBack – Agents can call back customers in response to voice mail messages with a few keystrokes, without exiting their voice mailbox or making another call. 

Intelligent call routing - Using Calling Line Identification (CLI), we can deliver a screen pop with customer history to the call centre agent desktop.  Customers with premier status are given priority handling – for example, routed to the head of the call queue or to a special group of call centre agents. 

Critical Information Alerts — Our enterprise-wide solution provides real-time notification of important customers needing attention, and other critical information about incoming calls, voice messages and system data statistics.  Alerts can be sent via email, SMS, pagers, message boards and dedicated desktop client applications.

 Attract and retain customers

Policy application by phone – Existing customers who want to increase their policy amount or apply for another policy can complete a subset of the application over the phone. 

Account Management – Customers can conveniently transfer money between investment alternatives via the phone.  They can request confirmation of the transaction via e-mail or fax.  Or, they can hear the confirmation on-line, with text to voice processing.

Customer satisfaction survey – Insurance companies can obtain valuable customer feedback using a telephone survey.  The application can summarise quantitative information (provided by pressing keys) and qualitative information (provided by voice) and distribute it to interested parties.

Fax-back of product information, - Using the touch-tone phone, customers can request that product information, estimated monthly payment information or account status/balance be sent by fax or email.  This application improves service while reducing mailing costs.

Fax Broadcast – To distribute timely information to a set group of agents, the insurance firm can send a fax to a set distribution list, with only a few keystrokes.  The application uses existing telephone and fax equipment.  Broadcast faxes can be scheduled to take advantage of off-peak call rates and to use system resources when they are otherwise idle.

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