About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   depositrates.co.nz  |   landlords.co.nz
Last Article Uploaded: Thursday, September 21st, 8:24PM
Check out GoodReturns TV now! Dismiss
rss
Latest Headlines

Integration creates insurance-specific CRM

Risk Management Solutions is to integrate its InControl software with the Forte CRM on February 2, creating the first insurance version of the CRM available to the risk market.

Thursday, January 24th 2013, 4:33PM

by Benn Bathgate

RMS head Chris Louisson said the integration was a major milestone for  the company and its users and was prompted by workflow analysis research into the amount of data handling advisers had to do.

“By the time we’ve finished, an adviser will only have to handle data one time,” he said.

“On average advises are having to handle the same piece of client data at least five times to get through an advice process and get the policy on the books, so what we’ll do in effect is linking with a CRM, so that takes one lot of double-handling out of the equation.”

Louisson said the next step for InControl, scheduled for April-May, would be integration into Fidelity Life’s Apollo portal and Konnect Net SureApp, enabling advisers to access automated quoting and online proposal applications.

He said RMS was also hoping to bring other insurance companies on board with the ultimate aim of creating software that could take an adviser from initial client meeting to having cover in place.

 “It’s aimed at the adviser who wants to bring greater levels of automation to their business.”

Louisson said another key benefit to advisers using InControl was the accompanying sales methodology, Client Perspective Consultative Selling.

He said the process created more business for advisers as the client identified insurance needs for themselves, creating what he called “client realisation.”

“There are reports in the market of some users achieving a $100,000-plus increase in annual income, and their average case size increasing at least 25%,” he said.

Benn Bathgate is a business reporter for ASSET and Good Returns, email story ideas to benn@goodreturns.co.nz

« Six in a row for SovereignAnderson a leader in insurance space »

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
Strategy Thoughts
News Bites
Latest Comments
  • Sovereign sold
    “@Murray - I recommended to AIA Senior Management in 1999 that they buy Sovereign. Got nowhere at all. Different times, different...”
    15 minutes ago by dcwhyte
  • Sovereign sold
    “@Mr Slater I don't think so. An Aussie story I saw said the price was 16.9 times 2017-18 pro forma earnings. That story...”
    5 hours ago by Murray Weatherston
  • Sovereign sold
    “It looks like AIA may have now joined the Big End Of Town. Hopefully that isn't a negative thing and they continue to act...”
    6 hours ago by Comprehensive Planner
  • Sovereign sold
    “Large financial institutions are divesting themselves of wealth management capabilities presenting threats and opportunities...”
    6 hours ago by Pragmatic
  • Sovereign sold
    “Murray I hope it wasn't a case of 'buy one get one free'?...”
    7 hours ago by Mr Slater
Subscribe Now

Cover Notes - Specific news aimed at risk advisers

Previous News

MORE NEWS»

Most Commented On
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com