INSURANCE CRM OVERVIEW
Protect your policyholders and grow your business with Salesforce's insurance solutions.
Transform the customer experience.
Use insurance data analytics to manage ever-growing levels of complexity and deliver a single view of each customer. Through Salesforce's automation, insurers can deliver rapid, seamless customer service across every channel.
Achieve personalisation at scale.
Salesforce gives you a 360-degree view of each customer and provides your insurance reps with the tools they need to deliver hyper personalisation. By being able to communicate across any device, collaborate in social feeds, and simplify service requests, your agents can offer personalised insurance experiences every time.
Use insurance data to create new products and acquire new customers.
Speed up your insurance product development processes with data analysis. Use Salesforce's technology to inform risk-based propositions, pricing, and innovations. Insightful data analytics can help you optimise opportunities at every stage. Azur is one of our customers who has reimagined insurance with data.
Connect your front, middle, and back-office insurance processes.
Salesforce can improve the efficiency of insurance operations and systems with data-driven automation — speeding up claims processes, billing, risk analytics, and propensity. With smooth connected operations, you can transform your customer service while keeping costs low.
LV= makes insurance simpler for 7 million customers with Salesforce.
“With Salesforce, we can harness the power of digital to enrich consumer and broker interactions.”
Insurance CRM solutions FAQs.
What data do insurance companies use?
The types of data that insurance companies use include information provided by customers, publicly available data such as credit information, and insights surrounding the insurance product lifecycle and how customers interact. A CRM solution can help insurers consolidate this data.
What is a CRM in insurance?
In insurance, a CRM can be used to help reps and agents deliver personalised services to policyholders. By consolidating all data into one unified view, insurers can personalise every interaction. Agents can also engage in more rewarding client conversations with smart alert reminders of important life events.