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RGI has implemented CRMnext solution for bringing the sales and customer service process of all the products on a single platform. Following is a brief case study of CRMnext implementation at RGI.

Challenges

· Different processes for different customer segments.

· Reorganize and streamline reporting systems.

· Eliminate multiple reporting tools and constant data reconciliation.

· Implement "one version of the truth" solution across information silos.

Solution

· Targeted sale for corporate customers with a greater focus on relationship building.

· Effective lead management through direct channel & telesales.

· Lead capture through various source & distribution across agencies for a quicker inspection & sale of policy.

· Effective customer servicing by intelligent allocation of cases to specialist teams & closures within SLA.

· Integration between various core systems for effective customer servicing/operations management.

· Sales Force Automation, Marketing Automation, Customer Service & Support along with Analytics module from CRMnext.

· Sales processes for Corporate and Government Services Group, Retail and Telesales.

· Starting with 500 users in 2008, Reliance General Insurance has now a CRMnext user base of 950.

Benefits

· Enhanced the capabilities of customer servicing by increasing first time right (FTR) and turn around time(TAT) adherence by 400%.

· Reduced the cost of servicing by a great margin.

· Improved lead conversion.

· Increased the capability of customer retention.

· Reduced time and IT resource requirements for regulatory reporting.

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Q: What is the CRM program for Reliance General Insurance?
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