The CRM is easily integrated into the existing infrastructure, Sapiens says, and provides a centralized view of customer activities, including the incorporation of data from other systems such as claims and billing.
The Sapiens CRM module includes the “MyInsurance” view, which Sapiens says enables insurers and customers to view policy data, collaborate, educate and initiate basic transactions, improving customer trust and understanding in the system.
Sapiens says the module is ideal for insurance companies who wish to improve interactions with customers, clients and sales prospects and convert business relations to bottom-line results. Employing a CRM approach can help insurance organizations to organize and automate sales and marketing activities, technical support and business processes.
This level of synchronicity assists brokers and managers in attracting new business and retains existing customers, Sapiens notes, and business managers also may gain valuable insights into how their businesses are run and secure a better customer-service orientation.
