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Infor Insurance CRM

Infor Insurance CRM
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Solutions for building customer retention and growth

Insurance companies today are focused on improving relationships with policyholders, brokers, and agents to increase policies in force and grow share of wallet, while at the same time reducing costs by streamlining internal operations. The key is improving profitability and growing revenues with personalized retention and cross-selling campaigns across multiple channels. There’s also a need to manage changing operations and practices, compete for new customers, maximize customer relationships, and leverage existing technology and infrastructure investments.

Infor CRM for Insurance enables insurance companies to increase cross-sell effectiveness and reduce attrition for stronger, more profitable long-term customer relationships. Real-time analytics make it easy to recommend attractive offers during inbound interactions for increased revenue and better retention. Seamless integration with legacy systems and multiple customer channels, including the contact center, provides a single customer service representative desktop for more cost-effective contact center operations.

Infor’s customer relationship management solutions for insurance help you:

  • Increase share of wallet

  • Improve product and service offerings

  • Increase effectiveness of agents and brokers

  • Streamline processes within the contact center

Infor’s CRM software system delivers a loyalty solution that allows you to create and leverage a single view of customer interactions across business units. The solution works seamlessly with existing front- and back-end systems so you can leverage your technology investment now. Components include:  

Marketing—inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles that can be analyzed to identify high-impact offers at the time of interaction.

Sales—sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction.

Service—personalized contact center capabilities that give customer service representatives a unified view of customers across all existing systems and empower them to deliver higher-quality services. Sophisticated, real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities.