Aptean’s Pivotal CRM – a point of difference for PIC Insurance Brokers
New Zealand, July 7, 2014 — Pivotal CRM is changing the game
for insurance brokers. With powerful, out of the box integrated Client
Relationship and Insurance Administration functionality integrated into a
single solution, Pivotal CRM offers brokers a customer centric view across both
front and back office functions. It eliminates the traditional process silos of
sales, lead, quoting, policy generation, and administration to deliver a true
360 degree view of customers and households. The Insurance Brokers CRM
interface is intuitive, easy to use and helps in predicting future revenues and
managing opportunities as they flow through the business development pipeline.
With a deeper understanding of clients and opportunities, business development
professionals can focus their cross-selling efforts and analyze trends to
uncover opportunities to grow their book of business.
With the ability to generate
demand and manage communication with customers through eMarketing, social media
and personalized email campaigns, Pivotal CRM is a must have for Insurance
professionals. “Our business is built on business relationships and Pivotal CRM
for Insurance Brokers makes this a reality. It provides us with a point of
difference in respect to client service, growth and business efficiency that
few can match” said Tony Mitchell, general manager, PIC insurance Brokers.
Pivotal CRM enables an end to end
claims management process with opportunity to track key milestones and dates
throughout the claims process. “Pivotal CRM for Insurance Brokers allows us to
configure all insurance products within the system including the ability to
define related underwriter information, commissions and fees, product
categories with upsell, cross sell products, product risks and risk types,
Premium ratings, taxes and levies, Agents all at the same time” said Sven
Martin of Fusion5, Aptean’s channel
partner for ANZ region.
The trend in the CRM market to
focus on delivering faster value to organizations through the design and
development of specialized, vertical solutions. “The time to value impact of
Pivotal CRM for Insurance Brokers is a clear proof that horizontal CRM
solutions are no longer sufficient to meet the unique needs of the insurance
vertical. By delivering a solution built from the ground up for brokers, we
achieve faster adoption and faster ROI.” said Matt Keenan, Aptean Vice
President of customer relationship management.
helps businesses profit, innovate and grow where the work gets done—in the call
center, on the floor of the factory, at the end of the assembly line. That’s
where Aptean’s CRM, ERP and Supply Chain software applications enable nearly
5,000 customers to satisfy their customers, operate more efficiently and stay
at the forefront of their industry. Aptean is where software WORKS.