CRM - iSISE Eng · Management information enables brokers to provide a ... completing the operation...
Transcript of CRM - iSISE Eng · Management information enables brokers to provide a ... completing the operation...
CR
Msi
stra
n.c
om
e-business Solutions for Insurance Companies
Business Challenges:
Ease of access to information is one of the most valued
attributes by brokers when choosing the company with
whom they do business.
Management information enables brokers to provide a better and faster customer service leading to higher sales.
Market competitiveness
entails:
§ Positioning the company on the Web
§ Streamlining the business precesses
§ Maintaining a permanent link between the
company, its business partners and customers
§ Providing the tools for broker loyalty
Product benefits:
FLEXIBLE USER MANAGEMENT:
The concept of "Profile Access" allows you to customize
access to the applications by the user, enabling the
functionality only for those users or profile of users.
ON-LINE ISSUING AND PRINTING:
The broker may issue and endorse the policy online,
completing the operation circuit and obtaining an instant
policy number along with a print-out.
iSISE will enable to:
Ÿ Position itself on the Web
Ÿ Simplify the process of quoting and
underwriting
Ÿ Store all information on-line
Ÿ Accelerate business processes
Ÿ Maintain permanent contact with your sales
teams
Ÿ Automate the process of reporting
Ÿ Reduce operating costs
Ÿ Maintain loyalty of your sales teams
iSISE provides customers, agents, brokers and banks with
reliable and updated information at any time, anywhere.
Through the use of product administration and rate generation, your company can centralize the management of rates, significantly reducing quoting and issuing errors and optimizing the speed at which products are created and simplifying the process of product deployment.
e-business solution from SISTRAN
iSISE is an e-business solution from SISTRAN which enables you to take your company to the web, enhancingyour current business models, and expanding and incorporating new strategies which allow you to reposition yourself and explore new opportunities within the market.
The adaptability of iSISE allows you to meet the on-line information needs of both your customers and your marketing plans.
More CRM Solutions:
M O B I L E S O L U T I O N
REAL-TIME INFORMATION:
Information is the most important tool when negotiating,
which is why through the use of a single query base in the
company, you can offer the latest movements and
developments of the customers to your brokers. In this way,
the person representing the company will be continuously
updated with the most important information about the
customer no matter where they are.
Alongside this, the company will have at its disposal the
sales team, account statements, fees, deadlines, useful
information, updates, news and newsletters.
Functionality:§ User management
§ Profile access
§ Newsletter publication
§ Forms publication
§ Product administration and rate generation
§ Quotation
§ Application generation
§ Issuing
§ Portfolio reporting
§ Policy reporting
§ Claims reporting
§ Deadline reporting
§ Check reporting
§ Certificate of coverage printing
§ Front policy printing
§ Coupon printing
§ Data modification production
§ Expiration reporting
§ Pre-settlements
§ Exportation of all reports to Excel
CONTENT PARAMETRIZATION:
The simple functionality of the application enables you to
publish relevant business information easily and quickly,
making it immediately available to brokers.
Utilizing this tool, your company may issue new products,
policies and guidelines for underwriting commissions or
inform their brokers of new regulations or circulars.
PRODUCT ADMINISTRATION AND RATE GENERATION:
The Rule-based rate generation works quickly and
efficiently with every different product of the company.
Moreover, the application provides the option of reusing
the rate statistics, usually provided in Excel, and later
converting them to use as a service from the portal.
With the product being generated in a single application, it
is universally and totally service oriented (SOA) allowing it to
be consumed by different types of applications whether
web based or mobile.
QUOTES AND ON-LINE APPLICATIONS:
The application of the latest technologies (.NET and Java)
allows you to offer brokers and clients the opportunity to
quote and deliver applications on-line for processing in your
company system.
Through the management of products only through product
administration, your company can offer products to visitors
who access the application depending on the visitor profile.
From this product selection the broker or the client may
make a request for coverage or save the quote for future
reference.
Additionally, from when the quote is made, the broker or
client can make the application by entering additional
information to send to the insurance company.
Portfolio Management
Connectivity Scheme:
e-business solution