Customer Relationship Management

In a direct distribution model, successful business is all about customers -- finding, serving and keeping satisfied, loyal customers. These important customer relationships must be managed across the enterprise, among sales, marketing and customer service.

Know your customer (KYC)

Knowing the customer is always a priority. All activities in sales, marketing and services benefit from a thorough knowledge of the customer, the products or services he prefers and how he would rather keep in touch with the Insurer.

The Single View of the Customer centralizes information about parties (policy holders, beneficiaries...) that is often spread over different departments in one single 360° view: general information, relationships, households, current policies, premiums, opportunities, open claims, alerts, assets and liabilities, accounting balance,...

DEMO: Single view of the B2C customer

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Optimization of policy renewals and up-sell opportunities

Track client contacts centrally, create nurture campaigns to strengthen ties and identify the right products and services to meet client-specific needs. Identify connections between primary policy holders and family members. Identify high-value clients and develop appropriate, targeted/segmented marketing campaigns. Automated alerts and customizable workflow help increase client loyalty, improve service at renewal, maximize opportunities to cross-sell products and services, manage policy renewals, and reduce the time required to resolve customer inquiries.

New business acquisition

Improve the onboarding process and attract more new clients by easily tracking leads, scoring them and better identifying and managing opportunities. Capture, qualify and convert leads into opportunities. Set up automated lead nurturing marketing campaigns. Gain unprecedented visibility into the sales pipeline with real-time dashboards and contextual analytics.


Single View of the Customer 1
Single View of the Customer 2
Single View of the Customer 3
Customer Timeline