Oracle CRM On Demand Financial Services Edition - Insurance Solution
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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.
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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