Insurance Software: How to Increase Insurance Products Sales

Did you know that currently, 88% of customers expect personalized insurance offers? Personalization has become the key to success and gaining a competitive advantage for many insurance companies.

Let me show you how to build an effective sales strategy for insurance products using a single tool. This insurance solution is already utilized by insurance organizations such as Allianz, Generali, NN Group, Talanx Group, and others. Get to know our insurance software - 360 Customer View Module.

This insurance software emphasizes personalized offers and data-driven recommendations.

By using the 360 Customer View Module, you gain access to:

1. Real-time data.

2. A comprehensive understanding of the customer, and identification of their needs.

Thanks to this you increase cross-selling and upselling actions.

How does insurance software work in practice?

The insurance platform synchronizes insurance data from various systems, aggregating them in real-time. All customer data is available in one place, providing insurance agents with full visibility into the products purchased, policies, claims, and payments made by customers.

This insurance software enhances customer service efficiency, ensuring that customer experience is fulfilled.

Remember, over half of customers expect personalized offers and continuous assistance with insurer, while only 17% of insurers prioritize personalization.

360 Customer View also provides intelligent insurance agent support, suggesting actions to be taken at every step.

Furthermore, the insurance system enables the continuation of insurance sales processes initiated by customers through other channels, ensuring seamless and multichannel purchasing experiences.

Our customer data shows that retaining a customer is up to 5 time scheaper than acquiring a new one. As insurers, what can we do to better develop sales?

Focus on cross-selling and upselling.

The 360 Customer View Module makes cross-selling and upselling easy and simple, saving you time and energy for your insurance agents.

What will you gain as an insurer?

Two key things:

·  Tailored offers to individual needs your clients

360 Customer View analyzes customer data and purchase histories, proposing other products perfectly tailored to their needs and current life situations.

·  Data-driven recommendations

The insurance software considers customer preferences and demographics, analyzes large datasets, and shows cross-selling and upselling opportunities. This is possible through interactive forms, and surveys that can be quickly and easily configured.

What will your customers gain?

·  Excellent customer service

You give clients what they need. Customers will feel understood and treated individually, without overwhelming them with unnecessary offers and information.

·  Informed decision-making

Thanks to personalized offers, customers are better prepared to make purchasing decisions, which happen more quickly as a result. Transparency, honesty, and recommendations build trust between you and your customer.

Let's summarize!

With 360 Customer View Module, you can analyze all your customer data and offer them personalized deals, leading to even greater sales.

The insurance software ensures a high level of security and strong protection against intrusion.

The portal operates on Amazon Web Service, giving you access from anywhere and any device, with changes being quickly implemented.

Remember, you can implement the 360 Customer View Module independently or as part of the powerful Agent Portal tool, which comprehensively manages the work of insurance agents.

Ready To Elevate Your Insurance Software?
Connect with us today to learn more.

‍