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Opportunities for active cross- and up-selling

Efficient use of digital CRM solutions in the insurance industry

A CRM system increases efficiency in the insurance industry

Generating customer loyalty and creating a positive customer experience – and therefore boosting customer satisfaction – also poses challenges for the insurance industry. In order to be able to react quickly and comprehensively to customer requests or to provide the customer with the right advice, office and field staff, agents and internal units (e.g., marketing) must be able to access a central data repository. This is where a CRM system comes into play.

A CRM system links the flow of information between departments and makes all information collected on the customer and household – such as quotes, contracts, services, contact history or acquisition data – available independent of time and location. This not only facilitates comprehensive consultancy services, but also helps to identify and retain customers. A CRM solution can be used to automate workflows, increase sales optimisation potential such as up- and cross-selling and next-best-action marketing, create personalised campaigns and generate ad-hoc reports.

In order to meet the requirements of a CRM, the integration of the CRM system in the enterprise application landscape must be guaranteed. In addition, the availability or adaptation of interfaces (BiPRO, GDV, FRIDA and third-party systems) must also be ensured.

A CRM system not only enables day-to-day work in sales, marketing and service, but also supports the customer journey and ensures positive customer experiences at every touch point.
Daniel Müller
Photo Daniel Müller

What we can offer you

adesso is your partner in helping you to successfully implement the right CRM solution for you. Benefit from our industry knowledge and the expertise of our consultants and developers in the CRM sector. Whether you prefer an on-premises or SaaS solution – we support you from a neutral and vendor-independent system evaluation to the implementation of your CRM solution and beyond.

We specify your requirements together with you in requirements workshops. You will learn how to optimally map and implement your marketing, sales and service processes in a CRM solution. The internal and external interfaces for seamless integration into existing systems are analysed. adesso cooperates with all leading CRM providers for the insurance market.

Do you have any questions?

Let us develop a suitable and profitable CRM system together. Take advantage of our consulting services and arrange an initial non-binding consultation.


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