Solutions for sales and customer service

Case study - IBM creates a virtual office for Reliance Life : The Virtual Office would increase accessibility and reduce redundant processes and procedures, increasing Reliance Life's ability to react instantly to customer demands. - Learn more

	Business performance transformation
	Claims
	Data and analytics
	Distribution channel management

	Life insurance core system
	Non-life (P&C) insurance core system
	Risk and compliance
	Sales and customer service

Improve efficiency and effectiveness across all your channels

Synchronize. To sell. To service. You sell and service your insurance products through many channels. Online. Through agents. Contact centers. Banks. In homes. How do you manage a thousand points of contact? Catalyze your field force? Roll out new products? Consolidate systems that are often unique to different channels. Create a single, virtual seamless channel-spanning process for consumers and agents.

Sales and customer service offerings

Insurance sales and customer service solutions from IBM assess the effectiveness of distribution networks and recommend strategic and tactical measures that can help directly improve profitability. Our insurance sales and customer service solutions can help improve the effectiveness of point-of-sale systems through consolidation, up-front risk screening, straight-through processing, online and soft copy forms, and automated workflow processing. In conjunction with our partners, we provide tools and best practices to address a range of needs—from wholesale replacement to modernizing—to respond to clients' strategic and tactical roadmaps. IBM can also assist with managing channels, including the recruitment, compensation and training of agents, as well as with managing agent credentials for regulatory compliance.

Our goal is to enable your insurance company to:

Provide a security-rich and resilient point-of-sale environment.
Address multiple stakeholders along the carrier-to-customer value chain and across multiple direct and indirect channels.
Improve the experience of both policyholders and agents by integrating channels and creating consistent user experiences that leverage industry standards such as ACORD.
Rapidly introduce new channels on demand with rich functionality tailored to market requirements.

Sales and customer service offerings:


	Customer relationship management operations offerings from IBM Are you looking for an effective, proven method to implement your CRM package, while achieving maximum return on investment? IBM professionals have extensive experience in deploying CRM applications and can help you with end-to-end support for your CRM initiative.

	Customer relationship management transformation offerings from IBM How can you improve customer profitability? What do your customers want and need? Can you ensure customer value is delivered? How do you retain the most valuable customers? We can help you drive customer loyalty through efficient, consistent high value marketing, sales and service.

	Customer self-service for insurance from IBM and Siebel Can you turn insurance service interactions into revenue-generating opportunities? Deliver faster, more personalized service over less expensive channels of communication? Offer a Web-based service solution that increases customer satisfaction while lowering the cost of providing service? Can you compete if you don't?

	Electronic forms management solution from IBM Streamline form creation and management. Transform core business processes. Switching to on_demand forms can improve operational efficiencies across your insurance company. Import data quickly into policy administration, underwriting and other back-end systems. Create a more convenient experience for agents and customers.

	IBM On Demand Workplace for insurance Do inefficient underwriting processes drive down profitability? Does a lack of customer insight hinder product development? Link producers, brokers, agents and branch employees as well as vendors to business processes. Enhance organizational performance. Speed time-to-market. Improve customer satisfaction.

	Insurance contact center solution from IBM and Siebel Can your insurance company compete effectively in a market where customers use the Web to become better informed? Companies that integrate sales and service data for better customer focus gain the competitive edge. We can help you coordinate customer touch points across multiple channels and sales entities.

	Insurance solution from IBM and Chordiant How can you grow your customer base while improving marketing, selling and servicing effectiveness? IBM and Chordiant Software help you improve customer acquisition and retention -- and lower costs -- through increased process efficiency and optimised customer interactions.