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

1. Initial Draft Proposal Phase 1

2. Contents

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.

7. Projected Scenario

11. Summary