The document introduces Second CRM, a solution designed to empower insurance agents by providing them with access to vital customer and policy information. It highlights the platform’s features for agents, managers, and customers, including sales pipeline monitoring, customer self-service portals, and seamless data integration. The document also outlines the implementation support offered by Second CRM, along with success stories from existing clients.

1. © 2016 Soft Solvers Solutions. All Rights Reserved.
Empowering Insurance Agents
A Business Introduction
Making Businesses Profitable
www.secondcrm.com
/secondcrm

2. © 2016 Soft Solvers Solutions. All Rights Reserved.
Customers. Problem?
 Age of Information Glut,
Customers have access to
Everything out there on tips
* SoftSolvers Research 2015-16 in Malaysia and Singapore.
 Companies invest heavily in building agents pool,
train them to be the best, but miss equipping them
with right tools to serve the Customers
 Companies generally have no visibility in the sales
pipeline on which (independent/third-party) agents
are working or any way to support them

3. © 2016 Soft Solvers Solutions. All Rights Reserved.
Result
 Agents unable to access policy info at
all times to serve their customers
 Inability to follow up proactively or even wish happy
birthday or festival greetings, forgotten Customer
requests. Result: Business loss
 Companies have no idea what agents are up to, how
many customers they are seeing on daily basis, how
many are interested in purchasing, or what kind of
objections they are raising and so on. Result: Lost
touch with Customers

4. © 2016 Soft Solvers Solutions. All Rights Reserved.
Second CRM for Agents
Second CRM gets limited Read only
data (policies, etc) from the Core
Insurance System, on daily basis
Agents can access the Customers
and Policies info in Second CRM
Any where, Any time
Ready info on Tips at all times
With Second CRM, agents now know which policy is expiring and
when, how much is the premium for timely informing Customers,
they know when is Customer’s Birthday, and what new products
are available, to maximise their Customers portfolio

5. © 2016 Soft Solvers Solutions. All Rights Reserved.
Second CRM for Agents
Agents can enter any new leads
they meet, keep track of all their
appointments, reminders, etc and
update the status of their meetings
If agents are part of bigger agency,
Second CRM allows their managers
to monitor, generate reports and
support them, as required
Manage Agency Operations
With Second CRM, agencies now can manage their leads well and
serve their Customers better, never loose appointments and always
know where their stand in the monthly or quarterly targets

6. © 2016 Soft Solvers Solutions. All Rights Reserved.
Second CRM for Customers
Customers access online portal
for viewing policy details and
apply for claims and track status
Customer Self Service Portal
With Second CRM, Customers can login at their own convenience
and check their policies, premium and update their contact details
and if they wish to reach the company, they can just create a
request and check its status anytime

7. © 2016 Soft Solvers Solutions. All Rights Reserved.
Second CRM for Insurance Company
Insurance Company can access
the consolidated reports on new
leads, sales pipeline, how active
are the agents, etc
Market Insights & Customer touch
CRM for Insurance Company
 Consolidated report on leads (categorised, by
area, type, etc)
 Consolidated sales pipeline (forecasting)
 Consolidated sales (policies, $$$, categorised)
 Send newsletters, alerts, birthday & festival
greetings, etc to advertisers and customers
 Other monitoring reports

8. © 2016 Soft Solvers Solutions. All Rights Reserved.
Second CRM for Agents
Agent Features Manager Features Customer Features
Agents access Second CRM
using desktop or mobile to
access the Customer info
Managers access Second CRM
to monitor agent activities and
providing sales support
Customers access online Portal
via web for viewing policy
details and apply for claims
 Access Customers’ Info
(Birthday, Policy, Claims, etc)
 Activity planning & reporting
(Calls, Meetings, etc)
 Able to Send Email / SMS to
Customers / Potentials
 Record Customer Requests /
Feedback
 Download documents
 Notifications & Alerts
 Sales Incentive Reporting
 Monitor Agent Activities
 Act on Customer Request /
Feedback
 Email / SMS Marketing
 Design and execute Customer
Survey
 Check Agent’s Ranking &
Performance reviews
 Notifications & Alerts
 Sales Reporting
 Access Policy details
 Able to update Contact
details (email, mobile, etc)
 Apply for Claims, upload
documents & check status
 Pay Policy premium online
 Able to Send Requests or
Give Feedback
 Rate interactions with the
Agents
 Notifications & Alerts
Suggested Features

9. © 2016 Soft Solvers Solutions. All Rights Reserved.
Second CRM for Insurance Co
Insurance Company Features
Insurance company can access Second CRM to monitor agent’s activities and
can have ability to push messages to the prospective customers
 Consolidated report on leads (categorised, by area, type, etc)
 Consolidated sales pipeline (forecasting)
 Consolidated sales (policies, $$$, categorised)
 Send newsletters, alerts, birthday & festival greetings, etc to existing or
prospective customers
 Other monitoring reports
Suggested Features
Note: Features can be added/customised, as required.

10. © 2016 Soft Solvers Solutions. All Rights Reserved.
Implementation & Support
 Second CRM consultants work together with clients’ team at
all stages of Second CRM implementation
 Requirements Gathering, System Analysis
 System Setup, Configurations & Customisations
 Integration with backend system for Data sync
 Testing & User Acceptance Sign Off
 End User & Admin Training & Go Live (Pilot)
 Estimated Implementation Time = 6-8 weeks*
 Initial setup and pilot release with few agents
 Continuous Support during Subscription Period
 Server & Application Maintenance (Backup, Patches, Upgrades, etc)
 Dedicated Customer Support (SLA, Contact Centre, Online Support)
 Minor Changes and Bug Fixing
* Estimated implementation time.

11. © 2016 Soft Solvers Solutions. All Rights Reserved.
Success with Second CRM
Case Study: AmTrust Mobile Solutions
“Second CRM’s quick turn around time and
churning out features at fast pace, allowed
us to go live with 12 projects in the span of
12 months, making us a totally different
organisation in small time frame.”
COO, AMS
* Customer since Dec 2013
AmTrust Mobile Solutions provide mobile phone protection products to millions of
consumers in Malaysia, India, Indonesia and Vietnam.
AMS used NetSuite CRM for 6 years, which served well in beginning, but company’s fast
growth required something more flexible, with faster response and at reasonable cost.
Second CRM was implemented first for Malaysia and Indonesia, migrating entire database
from NetSuite. Then it was expanded to India and Vietnam, including setting up customer
self-service claims’ portal for different countries. Currently working on mobile apps and
the backend support for all countries.
System highlights
 Migration from NetSuite and Go live
within 2 months and then over time
automated many other areas
 Manage Policies, eCertificates, online
Claim processing, Underwriting reports
 Integration with UOB (Malaysia) and
BCA (Indonesia) for monthly premium
 Proactive Fraud Prevention measures

12. © 2016 Soft Solvers Solutions. All Rights Reserved.
Company
Partners
Echelon Finalist
2011 - Asia’s largest
Startup event
Asia’s Top 50 Apps
2010 - E27
Singapore
Silver award for Best
CRM Implementation
2010 - CCAM Malaysia
CRM Idol Semi
finalist - 2012
& 2013
Awards
SoftSolvers Solutions, founded in 2010
Cloud based Business Automation
Solution leader in APAC
Experiencing rapid growth since
inception
Cradle recipient (under MOF), attended
accelerator programme
Head Quarters
Singapore
R&D - Global Support
Cyberjaya, Malaysia
Sales
Kuala Lumpur, Malaysia
Singapore
Manila, Philippines
Sydney, Australia
United States

13. © 2016 Soft Solvers Solutions. All Rights Reserved.
Some of our Customers
Second CRM has worked with more than 200 customers across Asia.

14. © 2016 Soft Solvers Solutions. All Rights Reserved.
Thank You
Questions & Answers
Making Businesses Profitable
www.secondcrm.com
/secondcrm
Soft Solvers Solutions
Malaysia: +603 8320 5871 Australia: +6140 5811 649
Singapore: +65 6304 8022 Philippines: +63 906 284 3137
Web: www.secondcrm.com Email: sales@secondcrm.com