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Target Audience: Client prospects Usage Guidelines: As part of the Accenture, Avanade, and Microsoft alliance, CRM for Insurance is one of several Microsoft Dynamics CRM campaign areas to support our go-tomarket strategy. This sales deck is intended to be used to facilitate discussions with a client and to answer client questions regarding the CRM for Insurance solution. It is designed to be used for both client discussions and for RFI/RFP responses. Supporting notes are also provided for your reference. For more information please contact one of our regional sales leads or go to http://dynamicsCRM.accenture.com:
Accenture Kelly Stratman, North America David Jones, UKI, Nordics and ASG Jorge Molina, SPAI, Gallia
2010 Accenture & Avanade. All Rights Reserved.
Avanade Brian Boardman, North America Edwin Jongsma, Europe Charlie Wood, APAC
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Solutions
Sales process automation -- from start to finish -- reduces costs and boosts results Higher-quality customer experience makes it easer to keep and win customers Greater job satisfaction helps retain staff and attract better-quality recruits Accurate and current business intelligence paves way for wiser productrisk decisions Integrated data workflow strengthens link between agents and carriers providing complete and consistent customer information at all touch points.
Aging workforce, loss of skills that are tough to replace Difficulty identifying market trends to balance product risk Agent and carrier systems not integrated resulting a fragmented view of the customer
Campaign
Identify policies before they are up for renewal, and create an appointment for a simple Financial Review Campaign.
Claims Processing
Turn servicing functions into opportunities for cross-sell/up-sell.
Realize the benefits for every group in the insurance value chain
Carriers
Improved customer retention and profitability at lower cost. Greater mindshare and market share from agents.
Agents
One place for client, claims, product, policy and sales data. Easier identification of opportunities for up-sell and cross-sell.
Customers
Improved agent care encourages purchase of additional products. Consistent information and experience at call center and agent improves satisfaction with carrier.
Avanade
Deep technology integration experience with Microsoft platform and development tools, marketleading SaaS and cloud vision and technologies, and proven delivery capability
Avanade recognized as Microsoft Global Enterprise Partner of the Year for 2001, 2004, 2006, 2008, 2009 and 2010 Avanade named 2010 Microsoft Dynamics CRM Solution Partner of the Year
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Microsoft
Ubiquitous software experience
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