Insurance Agent's Mobile Companion - IN2-CRM

Use of information technology in insurance agent communities has been very limited. Agents, as individuals find it expensive to invest in laptops and insurance software. Apart from the cost factor, the learning curve for agents is very high, as they have to first learn how to use computers/ laptops and then learn the insurance software.

Sensing the need of insurance agents in India and factors that hinder them from using information technology, AccelTree has conceived and developed IN2-CRM - a powerful mobile based Customer Relationship Management software.

• Works on a low priced mobile phone with GPRS/ CDMA connection
• Capture opportunities and track them to conclusion.
• Access customer information on their mobile and make it available at their fingertips for future reference and & follow-ups.
• Increase productivity by planning and tracking activities like customer meetings, follow-up, etc.
• Set up reminders for events like customer birthdays, premium payments, etc. and automatically send SMSs to customers through the mobile application.
• Assess individual performance by settings monthly, quarterly and yearly sales targets and cross checking it against actual performance.

Benefit

• Helps insurance agents incorporate customer relationship management practices using software on the mobile.
• Capture information in electronic form, which can be later used for analysis of industry trends.
• Removes the drudgery of maintaining paper records.
• Better adherence to industry policies and practices as the same can be imbibed in the software.
• In future better integration and seamless bi-directional flow of information among Insurance Industry value chain entities like - Insurance Agents, Insurance Companies & Insurance Authorities.