The Paris office of the CHUBB (merged with ACE European Group Limited) insurance company specializes in complex enterprise risk programs, as well as accident and health insurance for individuals.

The company sells its products via a network of insurance brokers.

It currently employs 220 employees, 80 of whom use Efficy CRM daily.

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Efficy CRM is extremely simple, effective and customizable. The simplicity and quality of the links that interconnect objects, in particular, make Efficy stand out from other CRM solutions.
Pascal Evaux
Senior Business Analyst and Data Mining Manager

CRM solution deployed

In 2005, the firm implemented Efficy CRM to differentiate itself from competitors in a largely flat insurance market.

Its objective was to grow sales through more efficient segmentation of its customer base, improved cross-selling, and highly targeted offers. Specifically, the company uses Efficy CRM to segment markets based on the prospect’s type of activity and profile, as well as to manage contacts and agendas.

The solution was rapidly up-and-running. Within a couple of months, the system was customized in order to collect daily data flows from the company’s disparate systems.

The company values the repository as a single source of data that is easy to update. This centralized information is shared across departments.

Voici les fonctionnalités CRM utilisées pour le projet du Chubb

  • Zero Maintenance Architecture
  • Contacts, Agenda, Tasks, Documents, emails
  • Compatibility with web browsers (IE, Firefox, Chrome, Safari)
  • Apple OS and Windows compatibility
  • Efficy Administrator Module (User Management, Lookup Tables)
  • MS Office Integration
  • Apple Mail Integration
  • Entourage Integration
  • Marketing Module
  • Sales Module
  • Standard Sales Report
  • Complete Efficy Designer Module
  • Support Module
  • Timesheet module
  • Invoices Module
  • Interests Module
  • Project Management Module
  • Telephony Integration

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2,500 customers and more than 170,000 users use Efficy Group’s solutions