Folks at Erwin Liong Financials are no longer tethered to their computers or their files to track the status of the insurance products of their clients. With the help of the bespoke solution implemented by the Appistoki team, they are now able to have an integrated view from anywhere, anytime.
As financial customers engage through more channels than ever, it’s critical to deliver experiences that feel connected and personal. That’s why Insurance Advisors are turning to agile cloud based solutions like Salesforce.com.
Erwin Liong Financials (ELF) is one such customer who has witnessed the transition from traditional record keeping to a cloud-based, user-friendly tracking and client management system. ELF is a Singapore based firm that advises Corporate and individual clients to fulfill their insurance needs.
Much like many other Insurance Advisory Companies with long legacy, ELF had a robust client base. However, all the data was kept in a traditional manner – in files, or on excel sheets and charts in separate folders. ELF need to improve service levels by reducing admin times , by automating their internal process and making them more intuitive.
In short, the process did not have a centralized system which was visible to all staff members and tracked the progress on each client’s case in real time.
Team Appistoki designed and built a Customised Salesforce.com in the Cloud Solution to enable (ELF) to streamline their operations and help service existing clients and effectively reach out and win new deals.
Our Solution on Salesforce.com CRM enables ELF to send Customized Quotations, Send and Track mailers, Maintain comprehensive and structured database of their Clients and Insurance policies and the ability to use the entire functionality from mobile devices.
The Solution also empowers them with powerful analytics to track their revenue and new leads among other Key Performance Indicators critical to their business.
As a result, ELF has been able to improve its Client Servicing Capabilities, improve their lead conversions and client retention.
Talk to us if you are looking for an agile and effective solution for your insurance business. To know more write to us for no obligation consulting at email@example.com