Meemic Insurance Agents CRM Presentation February 2015

Efficiency & Growth with CRMWhat it means for a Meemic agency

www.aspen-tech.com 866-880-4228 [email protected]

Introduction

• AspenTech Consulting Group, Inc. – Plymouth, MI

• Marshall Knapp

• Greg Knapp

• Registration Form


Introduction

• Small business focus

• Results-driven Customer Relationship Management (CRM) systems since 1994

• What is CRM?


Introduction (cont’d)

Customer relationship management (CRM) is a system for managing a company's interactions with current and future customers. It often involves using technology to organize, automate and synchronize sales, marketing, customer service, and support.

- Wikipedia


Introduction (cont’d)

System

Interactions

Technology

Organize

Automate

Synchronize


What qualifies as CRM?

CRM

• Act! • Base• Infusionsoft• Goldmine• Maximizer• Microsoft Dynamics CRM• Salesforce.com• SugarCRM• Zoho• And many more…

Not CRM

• Excel Spreadsheets• Outlook Contacts / Calendar• That rolodex on your desk• Stack of business cards in

your pocket• Anything in your head• Sticky notes• Smart phone• Day planner• And many more…


Key Benefits of CRM – Part I

• 360° View

• Greater Productivity

• More Meaningful Interactions

• Facilitate Cross-Selling

• Incorporate Technology


CRM Benefits

360° ViewKeep everyone on the same page with minimal additional effort required to do so.

The ability to have all of a client’s history in one place has made our team more efficient by eliminating long hold times and callbacks.

- Steven Scherff, Scherff Agency


CRM Benefits (cont’d)

Greater ProductivityWhen you implement a CRM system, you’ll be able to easily share information and increase your productivity

With Act! and our detailed note keeping, each CSR has the ability to service any one of our clients. It makes them feel welcomed and want to do business with us.

- Timothy Wittman, Leski Insurance Agency



More Meaningful InteractionsCentralized data and history of previous interactions will prepare your staff and enhance each customer experience

My CSRs are logging every phone and email contact in the client’s Act! record and that helps us greatly in our day by day interactions with our clients.

- Stew Gordon, Gordon Group Agency



Facilitate Cross-SellingKnowing the interests of your customers and what they’ve previously purchased leads to cross-sell and up-sell opportunities

When we are trying to improve someone’s coverage, we can send out letters recommending a certain type.




Incorporate TechnologyTake advantage of technology to improve your business, the customer experience, and the working environment for your team.

Multiple locations can access the same data. I can move staff between locations seamlessly. Either location can service any call.

- Mike Macy, Macy Insurance Agency


Demo #1


Questions?


Key Benefits of CRM – Part II

• Improved Decision Making

• Reduce Costs & Increase Return

• Target Marketing

• Protect Your Company


CRM Benefits

Improved Decision MakingIdentify trends, measure and forecast sales and evaluate your team’s performance

I have quick access to how the month, quarter, year, etc are going, both for sales and retention.

- Mike Macy, Macy Insurance Agency



Reduce Costs and Increase ReturnImproving the customer experience and increasing efficiency will reduce costs, increase customer retention and add new customers

Act! has allowed us to regain lost business!- Lori Deem, Deem Insurance Agency



Target MarketingSearch, sort and segment your customer and prospects for laser-focused marketing efforts launched directly from your CRM system

Zoho email templates have allowed us to provide consistent and timely communication to our clients.

- Bethann Gyorke, Krumm Agency



Protect Your CompanyWhen there is turnover or realignment, disruption is minimized.You have the records to cover yourself and your team.

When a loss takes place, clients never remember having the conversation where they declined coverage. We have their actual voice and words.



Demo #2


Questions?


What does AspenTech do?

• Requirements Gathering

• System Design

• Data Migration

• Implementation

• Training

• Support

THANK YOU!!!

Meemic Insurance Agents CRM Presentation February 2015

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Transcript of Meemic Insurance Agents CRM Presentation February 2015