INSURE YOUR BUSINESS WITH A CUSTOM MADE CRM SOLUTION FOR INSURANCE COMPANIES

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1 INSURE YOUR BUSINESS WITH A CUSTOM MADE CRM SOLUTION FOR INSURANCE COMPANIES Powered by Ad Insure.CRM

2 From a policy-centric view to customer centricity Customer relationship management is all about putting your customers at the center of your business. For insurance companies this means a big shift from a policy- centric view to customer centricity. CRM solutions can help you make this shift more easily. They can help you fill a gap between sales, marketing, and customer service, increase employee productivity and efficiency, and transform your company into a customer-centric organization. At Adacta we understand the insurance business. Our team of 200 insurance experts has 10 years of experiences implementing business solutions to help insurance companies improve their business. We used the Microsoft Dynamics CRM solution and our expertise in insurance to develop AdInsure.CRM custom made CRM solution for the insurance industry.

3 How can an insurance company benefit from implementing AdInsure.CRM? + Connect marketing, sales, and customer service and improve the effectiveness of each + Track customer activities at all touch points + Access the customer through a single, 360 customer view and adapt the view for marketing, sales, and customer service department + Manage, control, and measure KPI s for sales, marketing, and customer service + Gain control over cost management: reduce operational costs and optimize resources + Enjoy control over customer retention in the highly competitive and ever-changing insurance industry + Gain a flexible solution, applicable for different business models (on premises, cloud, hosting) + Be mobile and still have a control over your work and your customers Mobile support for all devices (tablets, laptops, smartphones) and all platforms (Win 8 and Win 10, ios, Android).

4 Boost your SALES and MARKETING Agent sales activities support Sales daily and planned activities (tasks, calls, meetings, etc.) in one place. Track personal sales results and efficiency through key performance indicators. Efficient sales dashboard Management can easily track sales team performance. CRM Mobile support Provide support anytime and anywhere. Marketing campaigns support See how your marketing activities are performing and where you can improve. Tracking the influence of marketing on sales See how marketing influences sales and optimizes the efficiency of your communication channels. Leads by Source Campagin All Leads Goal Progress (Money) Premiums in This Fiscal Year Car insurance 21 Winter prize game Actual (Money) Target (Money) Tourism prize game Spring prize game Home prize game Branch 1 Branch 2 Branch 3 Branch Image: Goal Management Premiums in This Fiscal Year by Branches Image: Number of new leads by marketing campaign

5 AdInsure.CRM Features degree customer view A truly 360-degree customer view, customizable for sales, marketing, and customer service. 5 Track your customer s key life events and recognize new sales opportunities. Home insurance MOVING IN It s time to approach your customer with a HOME INSURANCE. Life-insurance HURRAY, A BABY! Kids are always a sign for seriousnes in life. Approach the customer with a personalized LIFE INSURANCE offer.

6 2 NEXT BEST ACTION A suggestion to an agent in the field or in the call center regarding the customer s best course of action. 3 WIN BACK SCENARIO For offers that were not successfully completed, it s time to contact the customer and prepare a new, better offer. And win him back. 4 CENTRALIZED COMMUNICATION All communication with customers in a single pane. 5 NEXT BEST OFFER Next best offer is all about new business opportunities. It is a suggestion of a concrete activity with defined priority and expected completion dates. 6 TRACKING CUSTOMER RESPONSE How satisfied is your customer with issuing policy, underwritting or claims handling process. Track, learn and improve customer satisfaction. Accident insurance KIDS ENTERING SCHOOL 6 years after a birth of a baby, it s their first day at school. ACCIDENT INSURANCE is just what your customer needs at the moment. Travel insurance SKIING, SUMMER VACATION Every winter families go skiing. It s time for travel insurance. Car insurance KIDS FIRST CAR When kids are 16 years old, they start to think about a car. It s time for CAR INSURANCE. HAPPY CUSTOMER Personalized offers and personalized communication help you to transform your customer into a happy one.

7 7 MODULES for one solution 360 SALES FORCE AUTOMATION Single 360 customer view Sales force automation Cross and up sell recommendations Mobile support Monitoring sales performance in real time MARKETING Targeted campaigns based on detailed segmentation rules Efficient exploitation of communication channels Acquisition of new potential customers Measuring marketing impact on sales Support for loyalty programs CUSTOMER SERVICE A single entry point for clients Case classification and routing rules Omni-Channel support Cases resolution based on SLA definitions BUSINESS PROCESSES EXTERNAL SALES NETWORK CUSTOMERS CRM INTEGRATION B2C and B2B sales processes Claims resolution process Collection management process Nurturing processes Sales process support for external contractors Effective business communication with Sales Contractors Referrals process support Self-care portal Access to insurance policies, coverages, claims Case, claims, and new inquiry requests Monitoring the progress of business events Effective communication channel for customers Efficient integration with existing IT environment via Scribe professional interface Web services Two-way synchronization of data

8 Customer Evidence AXA Osiguranje is a member of AXA Group, a global leader in the field of insurance. AXA Group is a worldwide leader in insurance and asset management, with 161,000 employees serving 103 million clients in 59 countries. AXA Osiguranje successfully implemented the AdInsure CRM Solution to support sales force automation, lead management and sales team management on the Serbian market. AdInsure CRM streamlines sales network operations by supporting standardized sales approaches, automated activities and providing relevant client data. Marketing and sales department benefits from easy-to-use lead acquisition, segmentation and distribution AdInsure CRM capabilities. Leads are selectively distributed to Insurance Agents with the highest sales potential. AdInsure CRM enables efficient sales team management by defining goals, assigning tasks and measuring operational team performance on all sales network levels. Daily and weekly reports provide sales managers all required information to react on time. Agents benefit from specialized AdInsure CRM insurance features: Single 360 customer view on the existing customer with Life and Non-Life customer data based on the defined user roles and user rights; Access to all customer communication history on one screen; Daily activity management tool personal digital agenda.

9 Adacta s references In the insurance industry 18 insurance companies in 9 countries use Adacta s insurance-related expertise and solutions to run their business.

10 Ad Insure.CRM AdInsure.CRM is a custom-made CRM solution developed by Adacta for the insurance industry with an aim to better manage customer interactions and streamline processes throughout the insurance company. Thanks to consolidated data from the customer s touch-points and synchronized workflows AdInsure.CRM improves productivity and efficiency of sales, marketing, and customer service and help you transform your company into a customer-centric organization. Microsoft Dynamics CRM and Microsoft Dynamics CRM Online are recognized as leaders in Gartner s Magic Quadrant for 2015 with strengths in product capabilities and end-user satisfaction. Adacta s competencies at implementing Microsoft Dynamics CRM and developing industry specific CRM solutions are recognized by Microsoft with its Silver CRM Microsoft s Partner certification for the Adriatic Region. Dejan Blatnik Sales Manager of Business Solutions T: W: E: dejan.blatnik@adacta.si

11 Companies in the Group Slovenia Croatia Serbia Russia Czech Republic Adacta Leskoškova 9d 1000 Ljubljana T: info@adacta.si Adacta Strojarska Zagreb T: info@adacta.hr Adacta Kneza Mihaila 2-4/VII Beograd T: info@adacta.rs Adacta Kneza Mihaila 2-4/VII Beograd T: info@adacta.rs Adacta Kneza Mihaila 2-4/VII Beograd T: info@adacta.rs 25 years in the IT industry, international operation, a team of over 350 people, more than 400 completed projects, and a commitment to growth and development are ample testimony to our good work. 10 years of experience developing and implementing insurance-related solutions and over 200 insurance IT and business experts have built the largest team dedicated to the insurance industry in the CEE Region. Insurance related know-how for non-life, life, and health insurance and AdInsure, our core product for insurance industry, is recognized by Celent, an independent advisory firm.

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