Discover the power of CRM for insurance

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Aligning your marketing, sales, and customer service with one tool can significantly increase the expected result. It really doesn't matter, whether you are a small company driven by loyalty of customers or a big market player, with hundreds of employees.

Customization is the key

Every company has its own way of treating their clients, and own set of rules and restrictions not only in terms of how to lead the business, but also what tools to use. This is why customizing your solution is the key to improvement. You need to continue using the tools and channels of communication you used before, and only then expanding them to new horizons, for example by creating your own business processes to ensure the processes in your company accurately meet your desired goals. This gives transparent vision over your sales cycle and provides all the tools to increase the amount of closed deals.

Focus on what is important

Let the CRM execute all basic tasks. Do not distract yourself on simple things, like keeping in mind when you need to follow up or send an email to a prospect. Setting up business processes will automatically complete various tasks, like sending emails on birthday or simply nurturing the prospects using different marketing campaigns. Giving more power to such solutions will increase consistency in communication, and provide the most valuable resource - additional time.

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Bpm’online CRM for insurance

With bpm’online, it is more convenient to manage customers and win new ones. It offers completely new set of tools that enable insurance companies to see those new opportunities.

Not only it provides industry specific products with a complete set of rules and processes related to any needed practice. Bpm’online has more than 6000 clients worldwide, and the solution itself was built based on the best practices. This fact alone reduces the CRM deployment time to a bare minimum. It is understandable that the easiest products to use are always those that are ready to use right away.

Just with the functionality mentioned above, possibilities are truly enormous. Use BPM engine to build custom processes, add marketplace applications on top of that, and you will get all the versatility in the world to achieve the desired result. Bpm’online provides insurance industry with all the tools to make inside and outside relations much more efficient.

Bpm’online products

Bpm'online has 3 main products - bpm'online marketing, bpm’online sales and bpm’online service.

All those product have same UI and can be used separately or together in any combination.. Let’s go over the functionality of them.

Bpm’online sales

Bpm’online gives the advantage of accessing the lead information with incredible speed.

Focus on what is relevant and gain the benefits of distributing leads accordingly to the situation. Sort all the possibilities and choose the hottest leads in order to build priorities and assign them correctly. Gain the vision of your business from a completely new perspective. Completely customizable dashboards allows you to see the analytics, and build a data-backed strategy.

Discover your weak and strong points and distribute resources accordingly. Software stores the complete history of interactions with the client. Ability to see and choose your actions grants you incredible results. Gain the insight on the key points – decision makers, pros and cons, competition, previous relations and possible connections. All this information increases your chances to close the deal. Sales product also provides you with the tools to manage orders and invoices effortlessly. All the information is available in a single window. Sort them by any criteria necessary, group and monitor the status of the most important deals. Use the approval section to decrease reaction time and paperwork.

Bpm’online marketing

The system will help you track all necessary visitors’ actions on the website: browsing history and time spend on each page, which will help you to evaluate the quality of the content provided. What’s more, you will also have the ability to track lead generation sources and their performance. This helps you to focus on the most relevant channels, and get a clear vision on what you need to improve. With the help of BPM engine, you will be able to support continuous conversation with the clients. Depending on the website behavior, click rate, or other triggering activities – configure the processes to develop personalized approach to every prospect: the system will perform specified actions based on lead’s behavior and reactions to convert prospects into sales-ready leads. Build marketing campaigns of any complexity and analyze their performance with the help of powerful analytics tools based on any required parameter. Use bpm’online marketing manage any events: promotions, conferences, webinars, workshops, etc.

Bpm’online service

With a single database of all the clients - customer service gives you the ability to keep record of any customer data. Build a complete view of your customers to provide them with better service with the entire history of interactions and complete access to all information. User-friendly interface allows agents to easily manage any request queues and cases, observe own performance and communicate with the customers from a single window. Create a complete database of all the information required to help all your employees. Fill your knowledge base with documents and manuals in order to resolve a case in quick passion, which will ensure much better customer service.

Bpm’online was named a Leader in The Forrester Wave™:
CRM Suites for Midsize Organizations, 2016.
In addition, bpm’online has been recognized as a Strong Performer
in The Forrester Wave™: Sales Force Automation Solutions, 2017,
The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016;
and The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017
as well as included into The Forrester Wave™: Dynamic Case Management, Q1 2018.

Bpm’online has been named a Challenger in the Gartner Magic Quadrant for Sales Force Automation, 2017 and the Gartner Magic Quadrant for CRM Lead Management, 2017; recognized in the Gartner Magic Quadrant for the CRM Customer Engagement Center, 2017, 2016, 2015, included into the Gartner Magic Quadrant for Intelligent Business Process Management Suites, 2017 and Gartner Magic Quadrant for Enterprise High-Productivity Application Platform as a Service, 2018.

Nucleus Research consecutively positioned bpm’online in the Leaders Quadrant of the Nucleus CRM Technology Value Matrix 1H 2018 for its unprecedented agility to modify processes on the fly.

Ovum, one of the leading global technology research and advisory firms worldwide, has Bpm’online named among the world’s top 10 CRM vendors in latest Ovum CRM Decision Matrix. Bpm’online has been recognized for its process-centric approach and intuitive platform.

CRM Magazine, the leading publication of the industry, named bpm’online the Leader in Enterprise CRM Suite and Midmarket CRM Suite categories of the CRM Market Awards 2017 by CRM Magazine. This is the third year in a row that bpm'online made it onto the leaderboard in Midmarket CRM Suite category, with impressive scores all around.

bpm’online has been honored as Gold Stevie® Award Winner for the Best Relationship Management Solution of the Year in the 11th Annual International Business Awards. Winners were selected from over 3,500 nominations.

In 2015 for the second time in a row bpm’online is selected as ISM Top 15 CRM Award winner by, ISM Inc., Customer-Centric Strategic Advisors. The company is positioned as a leader in the fast-paced CRM industry.

Bpm’online received a 2015 CRN® Enterprise App Award for its bpm’online mobile CRM application. Bpm’online’s mobile app was selected by a CRN editorial panel based on a combination of critical factors including functionality; suitability to task; ease of use; innovation; and potential value to solution providers, their customers and the market in general.

bpm’online is proud to be named the winner of the European IT & Software Excellence Awards 2013 - the pan-European awards event for IT, ISV and Telecoms channels.

Bpm’online named a CRM Watchlist 2016 winner among the top global CRM vendors.

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