Almar Insurance Agency

Almar Insurance Agency sets up their CRM with the help of ITG

Quick Facts:

• Industry : Professional Services
• Company Size : Small

Almar Insurance Agency is an insurance broker entity engaged in negotiating contracts, purchases, or sales of various insurance policies in return for a fee or commission.

The Challenges

With the increasing loads of transactions, a DOS based business solution can no longer suffice to bring forth a smooth flow of business operation.

To be successful, Almar needs to maintain close and responsive relationships with their clients. With their old system, they were spending too much time on administration and not enough on interfacing with clients.

• Redesign front-office processes. Seek for a system that could better support their front-office activities.
• Operational Improvement. Re-engineer business processes to increase level of performance.
• Improve Efficiency on Sales Processes.

The Solutions

After thorough study and consultation process between ITG consultants and Almar people, ITG brought about the idea of the development of Customer Relationship Management (CRM). Once Almar made the decision to invest in the CRM system, the ITG team began rapid implementation of the solution.

• Implementation of CRM System. A full implementation of CRM System.
• Customizations. The CRM System was developed solely for Almar Insurance Agency with the aim to better facilitate the day to day transactions of the company leading to improvement of its business performance. It is made based on the requirement of the agency, supporting its business policies and operations.

The Results

Almar Insurance Agency CRM System maintains a database of significant data about its customers, insurance companies it is dealing with, insurance types it is offering in the market, and the other necessary information that has to be incorporated in the system. The daily transactions of the company with their customers are all recorded in the system. A variety of reports can be generated through the system serving as a tool for better analysis, comparisons, and monitoring.

• Keeping Track. Sales teams keep track of past actions and future tasks, and there is easy access to invoices and account statements for each customer.
• Standardization. Having standardized customer information stored in a single central repository also makes it much easier to transfer clients between sales reps when required.

Through the good collaboration of both teams from Almar and ITG, Almar Insurance Agency now has their on going improved business processes and is now enjoying ease in the undertaking of their jobs.