How to cross-Sell, up-sell with one view of the customer

A CRM solution designed for the insurance industry, enables organizations to manage multiple sales and service channels-including direct sales, captive agencies, independent agencies, brokers, call center-based customer and claims service organizations, service providers, and field claims adjusters. Its underlying architecture supports all lines of insurance with focused out-of-the-box capabilities for personal lines property and casualty, commercial lines property and casualty, individual life and annuities, and group life and disability.

We provide depth and functionality in sales, marketing, service, and other customer-touching business processes tailored specifically for the insurance industry, resulting in faster deployments, high rates of end user adoption, and a rapid return on investment.

Insurance companies, agencies and brokers can also optimize their distribution channels through enhanced collaborative selling and sell more effectively across channels by leveraging built-in sales best practices and workflow for opportunity management, activity planning, and incentive management.
In addition, we allow organizations to consolidate information from disparate back office systems-such as policy, claims, and billing systems-to provide insurance professionals with a single view of customer portfolios, enabling them to better serve their customers and intelligently cross-sell and up-sell additional products and services.