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Case Study 4 - Lead the Prospective Customer from Referral to Satisfied Customer for Life in minutes. |
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The Customer |
A US based insurance carrier in the SMB segment handling a set of clients in a very competitive environment. A set of referrals is ready to be converted, but there is a shortage of time and a need for superior services. |
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The Challenge |
The lead management environment is a complex process of form filling, large amounts of data, and presence of stiff competition. The agent has the daunting task to decrease anonymity and to build confidence by answering queries and closing deals. |
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To see our final solution, Click here |
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BimSym's Offers |
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BimSym offers two groups of web-based customized applications having high levels of functionality. The first group is made of proprietary Custom Quote engines for term, annuity, and boat insurance. The second group is the e-CRM applications, the LeadOrganizer -- that significantly improves the sales and marketing effectiveness in a business, and the NewsletterOrganizer, the hosted email marketing that automates the marketing function for better customer experience. |
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