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Initial Draft Proposal

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Nurhazman Abdul Aziz
Nurhazman Abdul Aziz

Initial Draft Proposal for Project Management on Building Mobil CRM for Insurance Company

Economy & FinanceBusiness
1 of 11
Initial Draft Proposal Phase 1
Contents
Introduction ,[object Object],[object Object],[object Object]
Process Historically, broker’s only online activity was to obtain policy details and pamphlets from the company’s secure website to show to customers. Meeting the client to show the policies available and recommend a suitable product. The broker would then send the company details of the customer to get the policy approved. The broker would then meet the customer to formal sign the approved policy. CRM systems geared for sophisticated broker and agent management improve the sales productivity of the agents, in addition to the independent brokers. Many insurers are implementing CRM modules like sales force automation and campaign management for their premium lines of business. Besides gaining the business benefits of CRM, deeper customers’ relationships can be fostered through their broker and agent channels.
Equipment ,[object Object],[object Object],[object Object],[object Object],[object Object]
Equipment ,[object Object],[object Object],[object Object],[object Object]
Projected Scenario
Costs ,[object Object]
Costs ,[object Object]
Competitors in SEA ,[object Object],[object Object],[object Object]
Summary

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Initial Draft Proposal

  • 3.
  • 4. Process Historically, broker’s only online activity was to obtain policy details and pamphlets from the company’s secure website to show to customers. Meeting the client to show the policies available and recommend a suitable product. The broker would then send the company details of the customer to get the policy approved. The broker would then meet the customer to formal sign the approved policy. CRM systems geared for sophisticated broker and agent management improve the sales productivity of the agents, in addition to the independent brokers. Many insurers are implementing CRM modules like sales force automation and campaign management for their premium lines of business. Besides gaining the business benefits of CRM, deeper customers’ relationships can be fostered through their broker and agent channels.
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