Award-Winning Insurance CRM Software for Agencies & Brokers

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Salesboom Cloud Insurance CRM Software Solution supports business lines for the Financial Services Sector with highly scalable on demand solutions and support. Financial Sector is a broad term that includes banks, investment banks, and insurance companies (including brokerage, underwriting and reinsurance).

Salesboom Cloud-based Insurance CRM system software addresses and integrates Financial Sector organizational requirements from three key areas. Operational, Analytical, and Collaborative. The degree of detail and integration is scalable, and can be modified by owners as needed. Salesboom offers solid customer support, training and professional services.

Salesboom CRM Solutions for the Insurance Industry offers customers in the Insurance Segment of Financial Services Sector an opportunity to assess, streamline and improve:

Operational activities with the automation of basic business processes (marketing, sales, service)
Methods of analyzing customer behaviour and incorporating business intelligence strategies
Collaboration with customers on multiple communications channels
Collaboration between organizational team members to ensure a quality customer service experience and follow up
Front and back end integration (supply chain)
Workflow and assignment processes

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INSURANCE

Unlike many Insurance CRM vendors, Salesboom.com Salesboom Cloud CRM system software offers services in support of personal and commercial insurance operations.

The table below addresses standard sales and support activities supported by Salesboom Cloud CRM Software Solutions.

BUSINESS	ACTIVITY	SALESBOOM - INSURANCE SECTOR
Sale of financial products such as life insurance, property insurance, RRSP, etc.	Marketing, sales, product specification, pricing, targeting activities.	Salesboom Cloud CRM lets you create highly personalized marketing campaigns and execute them across multiple channels. With need analysis and product recommendation capabilities, Salesboom Cloud CRM helps agents close the sale by providing the right product choices.
Salesboom Cloud CRM	Referral management	Automatically create leads for every referral captured Easily view the most valued source of referrals
	Targeted sales	Maximize cross-selling opportunities Streamline account origination for multiple product sales
	Call list management	Accurate, complete and timely call lists triggered by events, meetings, predefined conditions track, assign, escalate call activities appropriately deliver personalized investment advice to clients in timely basis
	Household management	View data on familial and ad hoc households Roll up of portfolios, leads, activities, notes, opportunities
	Identify client values	Consistent view of client portfolios across multiple platforms Accurately assess client value and profitability Segment clients for appropriate marketing initiatives Retain high value clients with exceptional customer service
	Self serve	Universal sign up Cross-channel application processing Targeted cross-selling Multi-channel distribution of financial research in support of marketing and decision making
	Advisory services	Improve co-ordination with team members
Representative Productivity	Improve representative's productivity	Automatic tracking and assignment of activities to appropriate employees through workflow Electronic tracking and viewing of decisions by the relationship manager, credit officers and bank executives
Policy	Support utilization of comprehensive policy management	Capture new business processes Track status of all policy-trailing documents Initiate order for underwriting documentation
Claims	Processing claims – verification, policy review, authorizations, payments	Amalgamate customer information from agents, brokers, call center representatives, mobile claims adjusters for good decision making.
Contextual Information	Gather, collate and assess client files in context for better pricing and decision making.	Consolidates all information sources (including external) to a single source.
Billing	Manage and Track Accounting activities	Salesboom will track and generate invoices and payments according to various triggers programmed into the system.
Product Description	Comprehensive and up to date product descriptions for sharing	Create, update and disseminate product information that is consistent for all users.
Pricing and Quotations	Produce and track quotes for customers based on pricing and packaging/incentive programs	Maintain history of quotations from common pricing tables, document incentives and successes on file.
Risk Assessment	Proceed to underwriting with solid client profile and history in evidence.	Improves risk assessment as agents have access to comprehensive of customer specific underwriting from all business lines
Document Management	Generate policy documents such as quote packages, declarations, certificates of insurance, and payment receipts	Can be generated automatically and can be sent directly from the system to customer by email, fax, mail.

Insurance Lead Management software, Sales Force Automation tools and Insurance customer service and support. CRM Software Demo

BUSINESS	ACTIVITY	SALESBOOM - INSURANCE SECTOR
Sale of financial products such as life insurance, property insurance, RRSP, etc.	Marketing, sales, product specification, pricing, targeting activities.	Salesboom Cloud CRM lets you create highly personalized marketing campaigns and execute them across multiple channels. With need analysis and product recommendation capabilities, Salesboom Cloud CRM helps agents close the sale by providing the right product choices.
Salesboom Cloud CRM	Referral management	Automatically create leads for every referral captured Easily view the most valued source of referrals
	Targeted sales	Maximize cross-selling opportunities Streamline account origination for multiple product sales
	Call list management	Accurate, complete and timely call lists triggered by events, meetings, predefined conditions track, assign, escalate call activities appropriately deliver personalized investment advice to clients in timely basis
	Household management	View data on familial and ad hoc households Roll up of portfolios, leads, activities, notes, opportunities
	Identify client values	Consistent view of client portfolios across multiple platforms Accurately assess client value and profitability Segment clients for appropriate marketing initiatives Retain high value clients with exceptional customer service
	Self serve	Universal sign up Cross-channel application processing Targeted cross-selling Multi-channel distribution of financial research in support of marketing and decision making
	Advisory services	Improve co-ordination with team members
Representative Productivity	Improve representative's productivity	Automatic tracking and assignment of activities to appropriate employees through workflow Electronic tracking and viewing of decisions by the relationship manager, credit officers and bank executives
Policy	Support utilization of comprehensive policy management	Capture new business processes Track status of all policy-trailing documents Initiate order for underwriting documentation
Claims	Processing claims – verification, policy review, authorizations, payments	Amalgamate customer information from agents, brokers, call center representatives, mobile claims adjusters for good decision making.
Contextual Information	Gather, collate and assess client files in context for better pricing and decision making.	Consolidates all information sources (including external) to a single source.
Billing	Manage and Track Accounting activities	Salesboom will track and generate invoices and payments according to various triggers programmed into the system.
Product Description	Comprehensive and up to date product descriptions for sharing	Create, update and disseminate product information that is consistent for all users.
Pricing and Quotations	Produce and track quotes for customers based on pricing and packaging/incentive programs	Maintain history of quotations from common pricing tables, document incentives and successes on file.
Risk Assessment	Proceed to underwriting with solid client profile and history in evidence.	Improves risk assessment as agents have access to comprehensive of customer specific underwriting from all business lines
Document Management	Generate policy documents such as quote packages, declarations, certificates of insurance, and payment receipts	Can be generated automatically and can be sent directly from the system to customer by email, fax, mail.

Secure Cloud CRM Information Exchanges

Information within the Insurance CRM app is secure and accessible based on a highly scalable permissions tree. In scaling the access to information on the site, you are able to protect resources appropriately and open up information resources for sharing based on organizational need. Furthermore, there is Audit Trail functionality built into every item into the system. This assures system services that can identify any information changes, access and sharing activities (and the owners) on the system. You can access Audit information at any time for review and reporting purposes and to demonstrate due diligence in adherence to legal, financial and commercial security duties common in the Financial Services Industry.

Regulatory Compliance

Salesboom best crm insurance agents facilitates Financial Sector Organizations to meet evolving and stringent protocols from a variety of regulatory agencies tracking activities within the spectrum of financial service offerings.

ROI

Unlike other insurance CRM vendors such as Salesforce.com, Microsoft and others, Salesboom Cloud CRM implementation guarantees cost containment through streamline production and distribution operations using front and back end tools as part of standard software offerings. Guaranteed visibility across all areas from administration, customer support, sales, accounting and billing and profiling.

The Salesboom Platform:

Web Services with Service Oriented Architecture (SOA)
Optional Customization - Capacity for user or professional customization and is fully extensible
Development and Integration - Web Services API and AJAX / COMET controls are system standards.
Cost control ? costs are contained because the platform is proven both flexible and stable
Partner Networks - An extensive partner network of over 125 different solutions providers
Legacy ? Salesboom has an API that facilitates integration for web based CRM/ERP solutions with existing front and back office systems.

Professional Services

Salesboom CRM for insurance agents and companies offers professional services in support of the Cloud CRM implementation life-cycle and beyond for health and life insurance companies and agents and brokers alike.. You might consider:

Business Modeling Services
Project Management (PM) Services
Professional Data and System Analysis
Custom Integration Services
Support and Training Services

Remember, Salesboom CRM software addresses and integrates Insurance and Financial Sector organizational requirements from three key areas. Operational, analytical, and collaborative. The degree of detail and integration is scalable, and can be modified by users as needed. Customer Relationship Management software solution for insurance and financial services professionals is available as a complete standalone CRM solution. The global leading insurance and financial services firms use Salesboom Cloud based CRM solutions to drive organic revenue through referrals, attract and retain new clients, maximize customer loyalty and assets under management.

Salesboom.com innovative insurance and financial organizations to transform customer information from a transaction or account-based view to a people-centered view so insurance financial services organizations can better sell to and service their clients and drive cross-bank initiatives. Nowadays, The Insurance and Financial Services industry is more competitive than ever. Salesboom provides the industry expertise and technology solutions that give you an advantage. Using Salesboom online CRM solution will enable you to easily engage with customers to create and capitalize on opportunities. Our Financial Services experts always have solutions for your business.

Our CRM solution is fully customized and includes relevant industry features such as: personal information, insurance information, custom reports, etc... Our goal is to provide our clients efficient software, consulting, and training. This goal allows us to deliver the most effective products and services to our clients.