The ready-to-use CRM for small businesses and startups.
Build trust and manage cases with ease.
"All our contracts, claims and policy holder documents are in efficy CRM. It is very easy to find information"
The use of efficy CRM provides internal and external customers with a more professional level of service across the full scope of functions:
Sales: efficy CRM distributes insurance solutions and services via two channels:
– A Direct Sales department engages customers directly. efficy CRM assists marketing efforts by providing a comprehensive view of the customer base, helping sales keep a constant eye on potential customers, generate contextual upsell and cross-sell offers, and manage leads. This department relies on the email marketing platform of Flexmail, an efficy partner, for launching targeted campaigns and following up with outbound telemarketing activities.
– A Medi Brokers Solutions department supervises relations with the brokers network.
The company now gains exceptional control and visibility into the claims process. Claims are received and reviewed automatically, eliminating bottlenecks and streamlining the processing of all documents associated with a policy – including correspondence, photographs, expert proposals, and doctor statements.
Over the years, efficy has helped meet AMMA’s specific requirements by integrating the CRM platform with the company’s legacy systems, for example by customizing synchronization with the Talk back-office system and with external workflows, and by providing access to such external databases as FMC.
Policy efficy’s a centralized CRM solutions is based on a unique data model and protocol. Policy and customer data is used consistently throughout the company, enabling information sharing across all departments and managerial functions.
People can find information intuitively and from multiple access points. Specifically, AMMA has made significant gains in case resolution times, while reducing operational costs that are associated with marketing and the processing of claims.
In the long term, the company plans to extend its use of efficy CRM document management capabilities to a more corporate and strategic level, and beyond insurance policy marketing and processing activities.
"efficy CRM in a nutshell: peace of mind. We have reached our cruising speed. efficy has grown a lot over the last few years, it is a genuine partnership."
"The new system will enable everyone who is in contact with a client to have a 360° view of them."
"efficy CRM gives us a better traceability and a better follow-up in the management of the activity"
Whether you are a bank, an association, a large company or an SME, there is an efficy solution for you!