Cultivating the relationship with the insured: all the advantages of CRM

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In the onboarding phase, digital tools allow you to automatically upload profile data to internal platforms – CRM first and foremost. From there, the data, through predictive analysis , then go on to form the knowledge base from which it will be possible to extract insights for the construction of experiences increasingly focused on the specific needs of the insured (potential and acquired). In the digital onboarding phase, all those solutions that offer complete coverage of digital processes of a fiscal and documentary nature and that allow perfect integration with the tools and procedures already in use (including the essential functionality of the electronic signature ) are crucial.

Having a CRM solution that is suited to the specific needs of the insurance sector hong kong whatsapp resource is a key step to fully exploit digital onboarding. The CRM, integrated with other platforms, allows you to keep your customer profile updated and track interactions that take place on all channels managed by the insurance company. It is a highly effective tool for managing information on different accounts, for monitoring the results obtained from marketing and sales initiatives, for simplifying the operations of different departments (HR and customer care among all) and for promoting efficiency, reducing costs and increasing profits.

One of the most beneficial features of an insurance CRM is the management of customers in the pipeline from the first contact, through identification, scoring, and sales conversions.
Interaction tracking is a great support for customer service: it allows you to learn incrementally, interaction after interaction. The knowledge gained is then made available to interdepartmental teams, encouraging collaboration in the case where multiple agents are working on the same account.