Oracle CRM On Demand Financial Services Edition - Insurance Solution

Manage new quotes and renewal and improve referral management effectiveness
Leverage customer portfolio information for up-sell/cross-sell opportunities

Maintain current and comprehensive customer portfolios at both individual and household levels
Gain critical insights into your client portfolios through comprehensive business intelligence capabilities

Oracle CRM On Demand Financial Services Edition - Insurance Solution is a comprehensive prebuilt hosted CRM solution designed specifically for the insurance industry.

Oracle CRM On Demand Financial Services Edition - Insurance Solution includes all of the robust sales, marketing, and customer service functionality of the base application and also includes additional functionality out of the box to support key business processes unique to the insurance industry. The result is faster time to value, less customization, and increased user adoption. Oracle has combined our more than ten years of experience working with leading insurance providers and our deep domain expertise to provide this best-in-class, stand-alone solution to the insurance market.

Download the Insurance Edition Datasheet

Benefits

With Oracle CRM On Demand Financial Services Edition - Insurance Solution, see how you can identify cross-sell and up-sell opportunities, improve customer retention, and increase wallet share by:

Engaging effectively for proactive policy servicing, new quotes and renewals, and case management
Delivering more personal and "trusted life event advisor" recommendations based on a complete understanding of the insured's personal, household, and wealth management needs and goals
Gaining additional insight into insureds' holdings, interests, history, future directions, and relationships for effective cross-selling
Driving better business results by segmenting your client base and redirecting your scarce resources to your high-value opportunities

Key Features

Leveraging more than ten years of proven insurance success, CRM leadership, and embedded best practices developed with the help of leading insurance companies, Oracle CRM On Demand Financial Services Edition - Insurance Solution provides organizations with:

Referral Management

Automatic lead creation
View all referrals made by a particular client

Household Management

Single household view
Tracking of household, financial, and investment risk profiles
Consolidated portfolio, leads, opportunities, notes, and tasks for all household contacts

Portfolio Tracking

Consolidated book of business tracking
Household-level portfolio tracking
Contact-level portfolio tracking

Lead and Opportunity Management

Easy lead creation, assignment, and qualification
Lead and opportunity revenue tracking

Call Management

Single view of customer book of business
Combined and individual tracking of insurance and wealth management portfolios
Consolidated portfolio views including leads, opportunities, notes, and tasks

Email Integration

Integration with Microsoft Outlook
Automatically link incoming and outgoing emails with associated contacts, accounts, leads, and opportunities

Why Oracle CRM On Demand Financial Services Edition - Insurance Solution

Oracle is the industry-standard CRM solution in insurance, with 4 of the Top 10 Global 500 life insurance companies, 5 of the Top 10 Global 500 property and casualty insurance companies, and 8 of the Top 10 U.S. health insurers using Oracle solutions.

As a result of our extensive domain expertise, Oracle CRM On Demand Financial Services Edition - Insurance Solution is uniquely designed to deliver insurance-specific capabilities at the user interface, data, and process levels that are not available with any other hosted CRM offering.

To see how you can leverage Oracle CRM On Demand Financial Services Edition best practices for your business, view our online demo.

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Download the Insurance Edition Datasheet

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How It Works

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