Insurance Industry CRM solutions by Infinity Info Systems.
The Insurance industry has been marked by consolidation, growth in assets under management, and increasingly complex channel marketing requirements. With ongoing competitive pressure, efficiently managing wholesalers, distributors and channel partners are top priorities for this industry. Today's Insurance Companies, like Financial Services firms, need to deliver the highest degree of service and personalization.
Insurance CRM solutions by Infinity Info Systems meet this challenge providing the seamless coordination between sales, marketing and client service needed to improve performance and profitability. Infinity's CRM solutions for Insurance are comprehensive, enabling numerous insurance companies to identify and maintain the loyalty of their most profitable clients.
With Infinity's Insurance CRM solutions you can:
Improve collaboration and streamline communication by consolidating and sharing your client, prospect and consultant information in a centralized database
Immediately access critical and accurate information including your top clients by representative, branch and firm
Increase your client retention by providing more personalized service and tailored reports
Shorten your sales cycle by effectively managing and assessing opportunities in your sales pipeline
Boost your productivity by eliminating tedious paper-based administration and automate key processes
Efficiently manage compliancy by instantly generating key reports
Infinity's Insurance CRM solutions Features:
Client, Registered Account and Organizations Levels to capture complex relationships
Award-winning Contact Management to track all activity - interaction & communication
Powerful queries and look-ups for profiling and segmentation
Automation to implement business processes to automate key tasks
Complex Relationships tracking between wholesalers, distributors and third parties
Insurance CRM Full System Integration:
Fully integrated with Outlook and the Microsoft Office Suite makes our solution intuitive for users
Mobile solutions for PDAs, laptop synchronization, and available web client
Quickly access account information from back-office systems
