Oracle CRM On Demand Financial Services Edition—Insurance Solution

The Oracle CRM On Demand Financial Services Edition—Insurance Solution is a comprehensive, cloud-based CRM solution designed and prebuilt specifically for the insurance industry. It provides solutions for your channel managers to capture insurance producer mind share and increase channel revenue. Oracle CRM On Demand Financial Services Edition—Insurance Solution- also includes all of the robust sales, marketing, partner management, and customer service functionality of the Oracle CRM On Demand, plus ready-to-run capabilities to support key business processes unique to the insurance industry. The result is faster time to value, less customization, and increased user adoption. Oracle has combined its more than 10 years of experience working with leading insurance providers to provide this best-in-class solution to grow business and improve profitability.

FEATURES AND BENEFITS

Enable your channel managers to focus on high-value activities to increase channel performance

  • Provide a single view of partner profiles and book of business
  • Create joint business plans and marketing campaigns
  • Generate easy lead qualification

Increase your producers' productivity and retention

  • Increase your Producers' productivity and retention
  • View business through a unified agent desktop with sales productivity tools
  • Manage a consolidated portfolio with leads, opportunities, notes, and tasks for all household contacts
  • Create viable producer success models with a structured activity framework

Gain better business insight for management

  • Utilize the interactive dashboard for channel managers and producers
  • Display embedded analytics based on user types
  • Compare historical trends through fast access to a hosted data warehouse
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