PIVOTAL CRM FOR INSURANCE BROKERS

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1 PIVOTAL DATASHEET PIVOTAL CRM FOR INSURANCE BROKERS Life and Health Insurance Employee Benefits Domestic and Commercial Motor Vehicle Marine Pivotal CRM for Insurance Brokers provides a powerful out of the box Client Relationship and Insurance Administration solution designed specifically for Insurance Brokers. So much more than just a CRM, the solution offers brokers a customer centric view across both front and back office functions. Gain a 360 degree view of customers from the sales and lead process, quoting, policy generation and administration. MODULES INCLUDE Lead, Sales and Opportunity Management Quotes and Proposals Policies, Policy Administration and Renewals Policy Document Creation and Document Management Claim Management Invoicing and Payment Management Integration with Underwriters

2 2 INSURANCE BROKER SOLUTION BY FUSION5 Fierce competition is the stark reality of today s Insurance Broker sector. Customers can easily shop around and can be quick to move based on getting better pricing or service elsewhere. Moreover, brokers need to continuously look for ways to reduce the amount of time spent on administration and paperwork - streamlining the process for customers and enabling brokers more time for customers and prospects. Traditionally Insurance Brokers had limited options to find a single integrated solution to equally support Insurance Policy Administration, Customer Services, Sales and Quoting Management, resulting in brokers needing to work across different systems. Fusion5 Insurance Broker solution leverages Aptean s Pivotal CRM platform to bring all aspects of Insurance Marketing, Sales, Quoting, Document Creation, Policy Administration, Invoice and Payment Management and Claims into a customer facing and administration HUB. Pivotal CRM for Insurance Brokers is integrated with everyday business tools such as Microsoft Office and SharePoint bringing all aspects of customer information together.

3 3 INTUITIVE TO USE The Insurance Broker interface and navigation closely follow the Microsoft toolsets that users are already familiar with. Users can configure their workspace dashboards to show real-time information, graphs and exception lists relevant to their role. GET THERE FASTER Predict future revenues and manage opportunities as they flow through the business development pipeline. With a deeper understanding of clients and opportunities, business development professionals can focus their cross-selling efforts and analyse trends to uncover opportunities to grow the organisation. Pivotal CRM empowers your firm manage new opportunities using your firm s unique sales process, making it easier to estimate and forecast revenues and monitor the opportunity pipeline. FLEXIBILITY AND SCALABILITY Configure all products, risk types and other processes you wish to follow within your organisation. Manage which users have access to specific features and functions using security. The Pivotal toolkit also allows you to deploy a system which reflects the unique workflows of your organisation and business processes. Our business is built on business relationships and Pivotal CRM for Insurance Brokers makes this a reality. It provides us with a point of difference in respect to client service, growth and business efficiency that few can match Tony Mitchell General Manager, PIC Insurance Brokers

4 4 FRONT OFFICE Client Management and CRM Leads, Opportunities and Quotes Policy Management Claims Management Marketing Document Management BACK OFFICE Product Management Risk Definitions Underwriter Management Agent Management Data Management Financial Processing/Invoices CLIENT MANAGEMENT Gain complete view of the customer, including relationships between contacts, companies and policies with visibility to who is connected to which policies, plans and beneficiaries. Client Management and CRM includes: 360 degree client profile view across contacts, companies, policies and relationships Manage publication and marketing lists Integrate with Microsoft Outlook to track meetings, tasks and s Integrate to Microsoft SharePoint for document management See upsell/cross sell opportunities through visual indicator of policy types CLIENT POLICY ADMINISTRATION Policy Administration requires a robust workflow that enables system users to easily access the required policies and policy information and trigger policy administration options such as renewals and mid-term adjustments. Manage all aspects of Policy Administration including: Configure Automated policy creation from won opportunity Premium calculations - prorated based on policy dates Renewals, lapses and cancellation Re-instatement management, mid-term adjustments, extension and endorsements Policy invoicing and Insurer/Agent commission calculations

5 5 SALES & OPPORTUNITY MANAGEMENT The sales process is the cornerstone of competitive success. Pivotal CRM sales help refine, automate, and streamline the insurance sales process to accelerate the sales cycle, reduce administrative burden and secure better sales results. Features include: Lead and marketing campaign management Opportunity management with single opportunity record for multiple Insurers quotes Upsell/cross sell capability Track all activities and communications against opportunities Pipeline management/forecasting Generate quotes and policy documentation Automated policy creation from Won quotes Revenue performance management FINANCIAL TRANSACTIONS Policy Administration options such as renewing a policy will result in the creation of financial transactions. The workflow for generating these transactions allows users to preview and have full confidence and flexibility with the invoice generation process. Automatic calculations of policy renewals Policy invoicing and commission management Integrate with the financial management systems Robust workflow for all financial transactions Payment Receipting Bordereau Management/Premium Account Management CLAIMS MANAGEMENT A status based workflow and the tracking of key milestones and dates throughout the claims process enables an end to end claims management process. Claim management including underwriter submissions Claim workflow tracking Integrated document management Claim related communication tracking PRODUCT MANAGEMENT Configure all insurance products within the system including the ability to define: Products with related underwriter information, commissions and fees Product categories with upsell, cross sell products Defining plan benefits and policy wording Product risks and risk types Premium ratings, taxes and levies Agents (if required)

6 6 EMARKETING AND SOCIAL MEDIA Generate demand and manage communication to customers through emarketing, social media and personalised campaigns: Campaign design wizard Outbound marketing messages Facebook, LinkedIn and Twitter integration Act on social media updates FUSION5 AND APTEAN PARTNERSHIP Fusion5 is Aptean s strategic partner for selling Pivotal CRM in Australia and New Zealand. Fusion5 specialises in the provision of high quality Customer Relationship Management (CRM), Enterprise Resource Planning (ERP) and Human Resource Management (HRM) solutions. With this partnership, Aptean customers can leverage Fusion5 s key strengths in the areas of project management, application and technical consulting and full implementation services. Fusion5 s team approach to delivery, responsiveness and flexibility backed by high degree of commitment has helped Aptean create many satisfied customers across the ANZ region. Fusion5 has over 210 employees across Australia and New Zealand. Fusion5 consultants have worked across every major industry providing business and technical advice to management and end users at customer sites including PIC Insurance Brokers, Australian Administration Services, Thiess, Victoria Metropolitan Alliance, Hills and Heartland Bank.

7 7 CONTACT APTEAN HEADQUARTERS 1155 Perimeter Center West, Suite 700 Atlanta, Georgia 30338, USA Phone: +1 (770) , APTEAN AUSTRALIA AND NEW ZEALAND PARTNER Fusion5 Australia Phone New Zealand Phone Mobile Phone More than 9,000 customers around the world rely on us to give them a competitive edge. By providing innovative, industry-driven enterprise application software, Aptean helps businesses to satisfy their customers, operate most efficiently, and stay at the forefront of their industry. For more information, visit: Copyright Aptean All rights reserved.