How CRM Benefits Insurance

Partner Management
Proposal Generation
Contract Management
Automated Processes
Competitive Analysis
Customer Profiling
Legacy Integration
Customer Portal Access
Distribution Management

The Challenges of Insurance

Changing Sales Models

Insurance used to be a relationship/consultative sales model. Today, younger buyers are driving the need for a transactional sales model, especially for consumer insurance such as home or auto. This requires insurance companies to follow multiple sales models, which means multiple customer journeys, user experiences, and internal processes.

Dealing With an On-Demand Economy

Customers want their information now and they want it available on their phones. This forces the insurance companies to offer online quoting, customer portals, and a suite of different products to adjust to consumer demands.

New Demographics of Buyer Persona

Today's buyers are looking for different products, such as pay-as-you-go auto insurance. This requires more detailed customer profiling and targeted digital marketing.

Talent to Replace Aging Salesforce

The insurance industry is facing a challenge with an aging workforce that is being replaced by a younger, tech-savvy workforce. CRM is a must for these younger workers who have a higher productivity rate through technology.

Market Competition

Insurance is creating more products than ever. To sell these products, companies need exact demographics for marketing. CRM with augmented data can provide companies the ability to target their customers with products that are right for them.

Data Analysis to Improve Customer Experience

Customer data analysis can provide insights into the buyer and help make inferences about behaviors, which can be included in the underwriting process to more accurately predict costs.

Visualizing Your Analytics

CRM aggregates key customer insights into visual dashboards so teams can quickly understand data relationships and customer behaviors.

Tracking Your Leads

CRM's unified database makes tracking and capturing leads from different sources seamless. Granular processes help teams define the best strategies for converting each potential client.

Understanding your Customers

Predictive data analysis informs CRM models to suggest next-best-offer recommendations to your teams. Customer needs are met proactively, establishing value with the insurance provider.

Reducing Manual Effort

Automated digital workflows in CRM minimize manual effort and boost productivity. Customer issues are resolved faster and everyone follows a standardized process.

What Customers Say About Us

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.
Dennis F., National Bureau of Property Administration
They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.
Brian M., Keller-Heartt
Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.
Montelle D., Haynes International, Inc.
Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.
Brianna S., Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda S., Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.
Jean-Paul L., Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim R., Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara C., AEM

A Few of Our Insurance Customers

applied underwriters
first midwest insurance
health alliance plan of michigan

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