Landscape.CRM to give insurers overview of broker portfolio
Insurance administration solutions provider RDT has launched Landscape.CRM, a technology solution aimed at enhancing insurers' relationships with their brokers.
Landscape.CRM is a customer relationship management (CRM) solution that provides insurers with a picture of their broker portfolio, from first contact right through initial trading and post-sales.
Based on Microsoft Dynamics CRM, Landscape.CRM incorporates sales, marketing, statistics and customer service modules to deliver solutions aimed at enhancing relationships between insurers and their broker partners.
RDT chief executive, Mark Bates, said: “Insurers can use Landscape.CRM to build a clear picture of their highest performing relationships, assess the scope for increasing volumes with these particular brokers and then create marketing campaigns to target and support those brokers, as well as measure the effectiveness of each campaign.”
Insurers can also utilise Landscape.CRM for general administration with their brokers across the board, by managing contracts, documenting requests and recording all correspondence. As Landscape.CRM is based on Microsoft CRM v4.0, users can create workflows and reports without technical support, using wizard based tools.
