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Solutions Metrix helps select the best CRM platform to make it easier than ever to upsell a client from a small insurance policy to a bigger one and administer faster claims processes. By moving from a policy-centric view to a client-centric view, an insurance agency can identify clients’ needs with greater precision and provide tailored solutions, thereby creating upselling and cross-selling opportunities. CRM also provides quick and accurate access to client information, which feeds the client services team with faster results and enhanced customer experience.
Check out our webinar to find out how CRM tools reshape the Insurance business from a policy-driven to a customer-centric organization to stay competitive and keep up with changing customer needs.
Should you have any questions about the material, or would like to discover CRM solutions tailored to credit unions, don’t hesitate to reach out to our passionate team of consultants and CRM specialists!