Insurance companies and ERP
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Insurance companies and ERP

Insurance companies have many tasks to accomplish during the course of a day, and must do so in an organized manner. The need to have a firm grasp on each individual person they are insuring, knowing very specific details of them. It's a part of their customer relationship management systems.

For example, when a person goes to an insurance company seeking coverage, the agents must have all knowledge of the details of that customer, in order to give them the coverage they need. CRM software assists them to do this. In order for agents to do their job successfully, there should be nothing standing in their way to compile the information they need to insure their customers. ERP provides this. It gives them the ability to see all needed information from the customer and be able to ascertain from that information to insure the customer effectively.

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An CRM system may view the customers entire history in an instant. Contracts for the insurance can be immediately drawn up and issued. An email of that coverage instantly sent to the customer. Any reviewing can be done on the spot with little to no waiting time. All this done legally and properly.

With resource planning being a big part of any ERP platform, an insurance company would greatly benefit from an ERP system. In addition to being able to immediately see a customers background in real time, insurance companies would have the ability to track any needed agents for a scheduled sales meeting.

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The user of the ERP system could immediately set up appointments, and have a complete scheduling system available to them, and do so on the go. In any events relating to customer relationship management in the event of a query or claim, this information can be immediately documented into an ERP system. If a person was in an accident for example. Once established by the insurance company, they could generate a claim for the customer instantly, and have it electronically sent out.

Its easy to see why insurance companies would utilize an ERP system to benefit their business. Agents may have large amounts of information to contend with, and having an online ERP system where this database can be pulled up in real time is quite valuable to them.

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It would give them also the assurance of knowing that the information was accurate and up to date. CRM is second nature to them, as it is something they deal with on a day to day basis.

Taking away things that before would be an onerous task, such as things like scheduling, or just tracking agents in order to arrange sales meetings. All these things done more effectively and easily. Claims which used to be a long and tiring process, done much more simply and effectively. And arranging any appointments that are directly related to the claim itself. All easily managed and stored in one place. It takes a complex job and turns it into a simple task that can be done in half the time.
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