second crm - empowering insurance agents

© 2016 Soft Solvers Solutions. All Rights Reserved.

Empowering Insurance Agents

A Business Introduction

Making Businesses Profitable www.secondcrm.com

/secondcrm


Customers. Problem? Age of Information Glut,

Customers have access to Everything out there on tips

* SoftSolvers Research 2015-16 in Malaysia and Singapore.

Companies invest heavily in building agents pool, train them to be the best, but miss equipping them with right tools to serve the Customers

Companies generally have no visibility in the sales pipeline on which (independent/third-party) agents are working or any way to support them


Result Agents unable to access policy info at

all times to serve their customers

Inability to follow up proactively or even wish happy birthday or festival greetings, forgotten Customer requests. Result: Business loss

Companies have no idea what agents are up to, how many customers they are seeing on daily basis, how many are interested in purchasing, or what kind of objections they are raising and so on. Result: Lost touch with Customers


Second CRM for Agents

Second CRM gets limited Read only data (policies, etc) from the Core Insurance System, on daily basis

Agents can access the Customers and Policies info in Second CRM

Any where, Any time

Ready info on Tips at all times

With Second CRM, agents now know which policy is expiring and when, how much is the premium for timely informing Customers, they know when is Customer’s Birthday, and what new products

are available, to maximise their Customers portfolio



Agents can enter any new leads they meet, keep track of all their

appointments, reminders, etc and update the status of their meetings

If agents are part of bigger agency, Second CRM allows their managers

to monitor, generate reports and support them, as required

Manage Agency Operations

With Second CRM, agencies now can manage their leads well and serve their Customers better, never loose appointments and always

know where their stand in the monthly or quarterly targets


Second CRM for Customers

Customers access online portal for viewing policy details and

apply for claims and track status

Customer Self Service Portal

With Second CRM, Customers can login at their own convenience and check their policies, premium and update their contact details

and if they wish to reach the company, they can just create a request and check its status anytime


Second CRM for Insurance Company

Insurance Company can access the consolidated reports on new leads, sales pipeline, how active

are the agents, etc

Market Insights & Customer touch

CRM for Insurance Company

Consolidated report on leads (categorised, by area, type, etc)

Consolidated sales pipeline (forecasting)

Consolidated sales (policies, $$$, categorised)

Send newsletters, alerts, birthday & festival greetings, etc to advertisers and customers

Other monitoring reports



Agent Features Manager Features Customer Features

Agents access Second CRM using desktop or mobile to access the Customer info

Managers access Second CRM to monitor agent activities and

providing sales support

Customers access online Portal via web for viewing policy

details and apply for claims

Access Customers’ Info (Birthday, Policy, Claims, etc)

Activity planning & reporting (Calls, Meetings, etc)

Able to Send Email / SMS to Customers / Potentials

Record Customer Requests / Feedback

Download documents

Notifications & Alerts

Sales Incentive Reporting

Monitor Agent Activities

Act on Customer Request / Feedback

Email / SMS Marketing

Design and execute Customer Survey

Check Agent’s Ranking & Performance reviews


Sales Reporting

Access Policy details

Able to update Contact details (email, mobile, etc)

Apply for Claims, upload documents & check status

Pay Policy premium online

Able to Send Requests or Give Feedback

Rate interactions with the Agents


Suggested Features


Second CRM for Insurance Co

Insurance Company Features

Insurance company can access Second CRM to monitor agent’s activities and can have ability to push messages to the prospective customers

Consolidated report on leads (categorised, by area, type, etc)

Consolidated sales pipeline (forecasting)

Consolidated sales (policies, $$$, categorised)

Send newsletters, alerts, birthday & festival greetings, etc to existing or prospective customers

Other monitoring reports

Suggested Features

Note: Features can be added/customised, as required.


Implementation & Support Second CRM consultants work together with clients’ team at

all stages of Second CRM implementation

Requirements Gathering, System Analysis

System Setup, Configurations & Customisations

Integration with backend system for Data sync

Testing & User Acceptance Sign Off

End User & Admin Training & Go Live (Pilot)

Estimated Implementation Time = 6-8 weeks*

Initial setup and pilot release with few agents

Continuous Support during Subscription Period Server & Application Maintenance (Backup, Patches, Upgrades, etc)

Dedicated Customer Support (SLA, Contact Centre, Online Support)

Minor Changes and Bug Fixing

* Estimated implementation time.


Success with Second CRM Case Study: AmTrust Mobile Solutions

“Second CRM’s quick turn around time and

churning out features at fast pace, allowed

us to go live with 12 projects in the span of

12 months, making us a totally different

organisation in small time frame.”

COO, AMS * Customer since Dec 2013

AmTrust Mobile Solutions provide mobile phone protection products to millions of consumers in Malaysia, India, Indonesia and Vietnam.

AMS used NetSuite CRM for 6 years, which served well in beginning, but company’s fast growth required something more flexible, with faster response and at reasonable cost.

Second CRM was implemented first for Malaysia and Indonesia, migrating entire database from NetSuite. Then it was expanded to India and Vietnam, including setting up customer self-service claims’ portal for different countries. Currently working on mobile apps and the backend support for all countries.

System highlights Migration from NetSuite and Go live

within 2 months and then over time automated many other areas

Manage Policies, eCertificates, online Claim processing, Underwriting reports

Integration with UOB (Malaysia) and BCA (Indonesia) for monthly premium

Proactive Fraud Prevention measures


Company

Partners

Echelon Finalist 2011 - Asia’s largest

Startup event

Asia’s Top 50 Apps

2010 - E27 Singapore

Silver award for Best CRM Implementation 2010 - CCAM Malaysia

CRM Idol Semi finalist - 2012

& 2013

Awards

SoftSolvers Solutions, founded in 2010

Cloud based Business Automation Solution leader in APAC

Experiencing rapid growth since inception

Cradle recipient (under MOF), attended accelerator programme

Head Quarters Singapore

R&D - Global Support Cyberjaya, Malaysia

Sales Kuala Lumpur, Malaysia Singapore Manila, Philippines Sydney, Australia United States


Some of our Customers

Second CRM has worked with more than 200 customers across Asia.


Thank You Questions & Answers

Making Businesses Profitable www.secondcrm.com

/secondcrm

Soft Solvers Solutions Malaysia: +603 8320 5871 Australia: +6140 5811 649

Singapore: +65 6304 8022 Philippines: +63 906 284 3137

Web: www.secondcrm.com Email: [email protected]