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Profiting from Relationship-Focused Insurance Solutions with Microsoft Dynamics CRM
Are your customer information management systems limiting your ability to manage and retain your most profitable broker and customer partnerships and to grow your business? Can they support the increased operational efficiencies and automate more processes to deliver a better customer experience? Do they enable you to fully understand your distribution channels and the partners that deliver most value to you and focus your efforts on developing these?
If you have customers then you need CRM. Now may be the right time to invest in a relationship-focused solution to help you differentiate from the competition, strengthen customer/policyholder trust, increase productivity and grow revenue.
Hear from peers in your industry
Come and join peers in your industry form other leading insurance companies who are using Microsoft Dynamics CRM. Learn how it is delivering the joined up services and departmental processes that gives their sales teams a 360 degree view of their customer relationships and unites information from multiple touch points such as brokers, customers, partners, suppliers, agents and affiliates.
They are keen to share their experiences and lessons learnt as a result of implementing a strategic IT Framework with Microsoft Dynamics CRM at the heart of their business.
See what the latest technology can do for you
Microsoft Gold Partner CIBER UK and Microsoft will discuss and demonstrate the latest technology and solutions for your industry. We will show CRM technology can help to unify customer data and provide agents and brokers with a holistic view of each customer relationship. We’ll demonstrate how your organization can easily access and utilize customer information to facilitate more effective marketing and segmentation, and how Microsoft Dynamics CRM can help streamline processes to improve efficiency, enhance the customer experience, and ensure compliance at the same time.
Don’t miss out, register your place today
Speaker representation and case study analysis from our key customers which include major insurance companies such as: Beazley, Brit Insurance, Endsleigh Insurance, Hiscox and Irish Life.
Also featuring Microsoft and CIBER UK
Why Attend? Join us and investigate
Industry Challenges – Insurance Industry expert TowerGroup has identified three major issues that insurance companies in today’s market are facing. Find out why customer information is the key corporate asset your organization can leverage to address these.
Microsoft Dynamics CRM – Learn how CRM technology can help to unify customer data and provide agents and brokers with a holistic view of each customer relationship. We’ll demonstrate how your organization can easily access and utilize customer information to facilitate more effective marketing and segmentation, and how Microsoft Dynamics CRM can help streamline processes to improve efficiency, enhance the customer experience, and ensure compliance at the same time.
Round table Discussion and Customer Experiences – Find out how other major customers operating in the UK insurance market have adopted CRM to support a collaborative, customer-centric approach. Proposed themes for discussion include:
- Key areas for Insurance Service Improvements
- How to effect and control service improvement change
- Approaches to reducing Contact Centre Costs
- Measuring and Analysing the results
- XRM V CRM – Revolution or Evolution?
Case Study – Learn how Hiscox Insurance and Endsleigh Insurance implemented Microsoft Dynamics CRM to improve how they manage their customer relationships in partnership with CIBER.
Don’t miss this opportunity to learn how your organization can leverage Microsoft Dynamics CRM technology to meet today’s insurance industry challenges!
AGENDA
| 8.45 – 9.15 | Registration and Coffee |
| 9.15 – 9.30 | Welcome and Introduction |
| 9.30 – 10.00 | Microsoft – Latest Technology developments in your Sector |
| 10.00 – 10.30 | Hiscox – A customer Case Study |
| 10.30 – 11.00 | Demonstration of CIBER Dynamics CRM Solution for Insurance |
| 11.00 – 11.15 | Coffee |
| 11.15 – 12.00 | Round Table Discussion |
| 12.00 – 12.15 | Panel Q&A |
| 12.15 – 12.30 | Video Case Study Presentation |
| 12.30 | Close and Lunch |
Why Microsoft Dynamics CRM for Insurance
In an economic downturn technology will be deployed more carefully and cautiously with cut backs in capital spend. But insurance companies with vision and foresight will invest in affordable technology that will ultimately lead to a more sustainable future.
Combating diminishing margins and responding to opportunities to win market share from struggling competitors; forward-thinking insurance companies are embracing multichannel strategies to communicate with their brokers, affiliates and customers to grow their business.
Insurance organisations may already have all of this in place, supported by sound business processes; but often these measures and customer service expertise are compromised because of a shortage of integrated underlying technology to support their business processes. A lack of interoperability across underwriting and policy systems for example, as well as claims administration environments creates inefficiencies throughout your distribution channels.
Microsoft Dynamics CRM is designed to help insurance companies collaborate across distribution channels and departments by providing easy access to customers’ and broker transaction and interaction histories across all business units, helping employees improve customer service delivery at every customer contact point.
Acting as a central repository Dynamics CRM enables insurance companies to strengthen relationships with their customers and broker community by allowing insurers to capture, retain and manage broker/customer intelligence from all parts of their business giving them real time access to broker and customer contact information.
Dynamics CRM allows insurers to build a clearer understanding of their leading customers and brokers quickly enabling them to maximise revenue streams and business volumes.
