A couple of months we have changed the software to manage our insurance broker. It is a task that had fallen behind in most of the time because it seemed that it was never the right time. In practice this is so, it seeks by all means that this process is completely transparent to companies, and most importantly support for customers. But it is very difficult to make the decision to halt the administrative process even for a few days, the duration of the migration of data and their corresponding settings.
The main reason we made the decision to take this important change came when we realized that we had with the software were not able to effectively harness the information of our portfolio with the aim of increasing the number of customers integrals.
Much has been said, even in this blog, the importance of cross-selling and the potential of CRM programs. For all its virtues we add a filter that under our opinion should be taken into account before launching any campaign and is not one that we mark the famous phrase that I read somewhere some time on advertising:
Targeted advertising becomes information
It’s easy to understand what we want, do not suffocate with bulk mailings to customers who have given us their confidence to manage their insurance, it seems unproductive and can have the opposite effect to that is to be able, with the information We provide our clients, meet the needs of them and offer insurance solutions.
As a last point we want to remember something as important as self-evident, but nevertheless often the main reason for the poor design of a campaign.
The databases were not filled or updated own
Gástese you a huge amount of money on the best management software ever developed which will not yield any benefit if you do not have efficient staff that is responsible for keeping the data current.
I sincerely believe that these issues have always be able to provide better service to our customers.