With NexJ’s Life Insurance CRM solution, Life Insurance companies are empowering their agents with a system that can combine detailed client, household and external agent modeling while automating sales, service, claims and call center processes so they can save time and make more money.
By integrating policy and claims administration a full picture of the customer is made available to service agents. The integration of customer information makes marketing campaigns and lead management activities much easier to execute while also facilitating collaboration, role-based activity planning, and prescriptive cross-product and service recommendations.
NexJ’s CRM for Insurance provides several benefits including the ability to:.
-Leverage client preferences and history to identify cross-sell and up-sell opportunities
- Increase efficiencies across insurance teams
- Provide all relevant policy and claims information to customer agents
- Ensure privacy compliance
- Understand customer lifetime value and potential profitability
Enterprise Insurance customer relationship management (CRM) from NexJ Systems