Customer Relationship Management or CRM is the key to successfully position your company in a very competitive market. Investing in a proven CRM system can guarantee you really understand your customers and respond to their needs, thus increasing customer satisfaction and fidelity.

If customer relationships are not managed properly you are missing important information that can be decisive in establishing your market. You can end up with wrong positioning, uninteresting products and packages or even limited distribution channels. All of this will result in lower sales and less benefits.

What you need is a system that can guarantee:

• Better knowledge of your customers and their needs through a consolidated view of their portfolio, payments, claims, etc.
• Good marketing segmentation
• Quick launch of products and product packages
• Fast organization of marketing campaigns
• Easy access to new distribution channels

Prima Solutions can provide you with such a system using its products Prima IBCS and Prima Repository. Our products will ensure you create an open system that is easily integrated with your back-office applications and that is customized to your needs. Our consulting team will provide their insurance and technical expertise to accompany you through the whole process and help you achieve your goals.

Choose Prima Solutions and get all the benefits they’re already enjoying:

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Enhanced customer service with the real-time & unified access to a comprehensive view of persons and contracts data located within Swiss Life internal and external systems Optimized sales efficiency thanks to a unified view of the insurance relationship with a client or a prospect and operational CRM functionalities Improved user satisfaction and distribution networks motivation thanks to the quality and performance of the new application

360° degree unified vision on customers across all products and systems Ease cross-products and multi-products selling through a better and shared knowledge of the customer’s equipment level and marketing profile