In insurance services, building trusted relationships with customers requires the full context of the customer. Customers want to be more than a transaction — they want their insurance agents and brokers to understand their financial goals and support the things that matter the most to them — whether it’s their important assets like cars and houses or their businesses that require insurance. If your customer is a business, you also have to understand their financial situation and business relationships in order to be a trusted partner. Building trust requires a customer-centric, not product-centric view. And it’s hard because relationships are complicated.
Individual customers are not just customers — they are part of a larger web of relationships — spouse and child in their household, and business partners in their organisations. Building trusted customer relationships requires a deep understanding of not just that customer but their broader relationship networks because those are the networks they value most in making financial decisions. Individuals have complex relationships and require high-touch interactions. If your customers are businesses, you have even more complex relationships to manage (treasury services, distribution networks, products).
With a holistic 360-view of your customers, you can not only develop trusted relationships, but also increase cross-sell opportunities and increase wallet share.
What we’ve found is that our most successful customers build trusted relationships, make every customer interaction smarter, and supercharge employee productivity.
Request more info, including an e-book, or a sandbox to play around in here
Transform the way you engage with clients: 4 steps
With Salesforce, insurance reps and service agents have the tools to deliver more personalised communications across any device, collaborate in online social feeds, streamline service requests, track new opportunities, and more.
Get a complete view of all service requests submitted through the web, social media channels, emails, and call centres. Prioritise inquiries based on urgency. Ensure the right person is on the case. And do it all on the Salesforce platform.
Engage in more rewarding client conversations with smart alert reminders of important life events. With Salesforce Communities, have more meaningful interactions with customers, and seamlessly collaborate with colleagues.
Be there for clients at a moment’s notice with SOS video chat and real-time interactions from any device. And provide additional peace of mind when they need it most with self-service capabilities for tracking claims.
BOOK A DEMO WITH US TO SEE THE FOLLOWING:
MASTER CUSTOMER SERVICE FOR INSURANCE
First Notice of Loss (FNOL): We will show how Rachel (a policyholder or insured), can easily and quickly submit an motor insurance claim via mobile. This includes a few steps to determine which vehicle was involved, when the accident happened and what type of claim. Rachel then has the ability to upload a photo of her car for immediate estimation and motor claim adjudication using Einstein Vision.
We will show how Tim, a Customer Service Representative uses the claims call centre view of the claim (case) with the means to take a call from Rachel (a policyholder or insured) to see information about the status of the claim and Einstein Discovery predictions.
GENERATE SALES LEADS FOR INSURANCE BUSINESS
AGENCY DASHBOARD AND LEAD MANAGEMENT
We will show how Craig (an Account Executive), can easily view his entire book of business, gain insights into key areas to focus, and work his leads to grow his business.
Quoting and binding a new auto policy for a client: Craig Holman is an Account Executive with a book of business covering 100-200 individual clients. One of his clients, Rachel Adams, has come up on his dashboard for her annual review. We will show and insurance integration with respect to quoting and binding a new motor policy straight from the system.
Master Customer Service with Salesforce for Insurance
Imagine easily and quickly submitting a motor insurance claim via your mobile device. This and so much more is available to insurance professionals using the latest mobile technology that Salesforce for Insurance provides. Watch the video below for a sneak peek of what’s possible.
3 Steps to Retain and Grow Your Book of Business
Einstein Analytics for Insurance
As an Insurance Agent, making quick and intelligent decisions is key to gaining policyholder trust and building lasting relationships. Here are 3 easy steps to retain and grow your book of business. Let thryve’s insurance experts take you through advanced software using Salesforce Einstein Analytics (AI) for Insurance.
Insurance Success Story: Salesforce and Allstate
With Salesforce, insurance reps and agents exceed expectations with the tools to deliver more personalized communications across any device, collaborate in online social feeds, streamline service requests, track new opportunities, and more. They can also work smarter with a complete view of all service requests submitted through the web, social media channels, emails, and call centres. Prioritise inquiries based on urgency. Ensure the right person is on the case. And do it all on the Salesforce for Insurance platform supported in South Africa by thryve.