You can allocate resources to approach new customers

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Company information session for individual investors, p.13 As such, growth in the number of new contracts has slowed across the insurance industry, and a major challenge is how to grow the number of new contracts in the future. It is becoming more difficult to conduct face-to-face sales Due to the impact of COVID-19, face-to-face business has become difficult, and the insurance industry is increasingly being required to conduct business without face-to-face contact. However, in the insurance industry, there are aspects of industry customs that make it difficult to complete contracts without meeting face-to-face, such as the need for paper documents such as medical certificates and the lack of experience in establishing a system for non-face-to-face transactions.


Due to these factors, as explained above, it can be uruguay telegram database said that the rate of increase in new insurance contracts is slowing down. Reference: Financial Services Agency | 2023 Insurance Monitoring Report Why CRM systems are effective in solving problems in the insurance industry Why CRM systems are effective in solving problems in the insurance industry The introduction of a CRM system is an effective way to resolve the issues in the insurance industry described above . Insurance agencies in particular need to provide flexible proposals and support tailored to their customers' life plans and assets, so a CRM system that can manage customer information is highly important.


There are four reasons why implementation is effective: Manage customer information and take appropriate approaches according to the situation Improve business efficiency You can allocate resources to approach new customers Improve the quality of your work by storing accurate information in real time By introducing a CRM system, you can achieve things like "improving the efficiency of after-sales follow-up with existing customers," which will improve operational efficiency and increase the resources available for new sales. Manage customer information and take appropriate approaches according to the situation By managing customer information in a CRM system, you can make proper use of your lists.