Introduction to Customer Relationship Management

Every insurance producer or agency depends on customers for sustenance; the question is how to manage your prospects until they become customers. Then, once they are a customer, how to create and maintain customer satisfaction. You probably communicate with your clients and prospects in many different ways, especially in our technology-rich and information-based society. How you treat all of this information is where CRM plays a key role. CRM acts as a central repository of information on your clients and prospects. Customer relationship management solutions hone in on the relationship.

My LTC Office™ uses technology to organize information you have about your customers and prospects and record it in an orderly manner. Instead of trying to customize a generic contact management system, My LTC Office™ is already customized with the needs of producers in mind.

• There are several CRM solutions available. There are solutions if you only write LTC insurance, as well as solutions if you write multi-product lines.
• These databases allow you track the sources of all your business, run underwriting status reports, view your in force business and track your opportunity pipeline.
• You can even upload illustrations, and other important documents in your client's records!
• All of our CRM solutions are completely flexible allowing you to further customize any items you need.
• Most producers have their customer data in databases such as Act! or Outlook. We can assist you in importing any data you have into My LTC Office™ at no charge!

Just think of CRM as a tool that when you open a prospect or customer’s record, you can see all the consolidated data about that person: contact information, account history, sales, cases, files, emails, faxes, letters, notes, and any other pertinent information. All of this information is readily available online, anywhere the Internet is available.

My LTC Office™ helps you harness the power of the Internet and places its insurance-customized CRM solutions at your disposal.