CRM in the use of intermediary types
Posted: Sat Jan 25, 2025 7:18 am
In the event of a culpable breach of duty, he or she is liable to his or her customer for the financial loss incurred. Due to legal provisions, he or she has appropriate insurance cover in the form of financial loss liability insurance.
This, on average, great advantage for customers when using a broker leads to an enormous amount of work for them. They must always be up to date with the latest products and be able to compare them on the market. A broker does not have a fixed contract with the insurer and is therefore sometimes treated as a secondary sales channel, in contrast to the insurer's own sales channel, as this is easier to manage.
The broker mostly takes care of management, technology and interfaces alone, or he or she joins a broker pool. Single-company representatives and employees of an insurer receive more targeted support from latvia consumer email list the insurer so that they can primarily focus on customers and direct service. New reforms to the obligation to provide advice and further training mean that all brokers must adapt to them. Here, too, sales representatives who only offer products from one insurer receive targeted support with training and tools.
CRM software provides the appropriate technological support for the use of instruments in customer management. It helps to complete customer management tasks more quickly and effectively. This means that information about customers can be distributed more efficiently within the company organization. This means that it can also be used more effectively and in a targeted manner when processing customer relationships. In summary, these various analyses, reports and dashboards offer contact, campaign and lead management and much more. The systems help to improve customer relationships in order to increase the customer lifetime value (CLV). In order to improve the measurability of customer relationships, customer value is becoming increasingly important.
This, on average, great advantage for customers when using a broker leads to an enormous amount of work for them. They must always be up to date with the latest products and be able to compare them on the market. A broker does not have a fixed contract with the insurer and is therefore sometimes treated as a secondary sales channel, in contrast to the insurer's own sales channel, as this is easier to manage.
The broker mostly takes care of management, technology and interfaces alone, or he or she joins a broker pool. Single-company representatives and employees of an insurer receive more targeted support from latvia consumer email list the insurer so that they can primarily focus on customers and direct service. New reforms to the obligation to provide advice and further training mean that all brokers must adapt to them. Here, too, sales representatives who only offer products from one insurer receive targeted support with training and tools.
CRM software provides the appropriate technological support for the use of instruments in customer management. It helps to complete customer management tasks more quickly and effectively. This means that information about customers can be distributed more efficiently within the company organization. This means that it can also be used more effectively and in a targeted manner when processing customer relationships. In summary, these various analyses, reports and dashboards offer contact, campaign and lead management and much more. The systems help to improve customer relationships in order to increase the customer lifetime value (CLV). In order to improve the measurability of customer relationships, customer value is becoming increasingly important.