RevenueGrid - Industry Ebook [Financial Services - Insurance Carrier]

FINANCIAL SERVICES Here’s how Revenue Grid Industry Insider can help an insurance company like yours. INSURANCE CARRIER Capturing Data Capture and link all relevant data like emails, email threads, contacts, insurance policy assets, insurance contracts, and calendar events to the person accounts and other Financial Services Cloud objects in Salesforce. All data will also be available in Outlook Sidebar. Relationship Mapping Build better communication with customers and prioritize accounts that present the best opportunities for upsells and cross-sells with a clear view of relationships and connections behind insurance profiles. See how our partner Revenue Grid tackles challenges in the Scheduling insurance industry. From big-picture problems, to the specific Avoid scheduling conflicts with advanced needs of a CRM owner, Revenue Grid has it covered. synchronization between Salesforce and Revenue Grid enables insurance companies to enhance outlook calendars. personalized customer service, optimize operational efficiency, and mitigate security risks. Keep reading to learn how Revenue Grid could help a CRM owner at an insurance company with complex workflows to fully automate activity capture.

The Big Picture Revenue Grid is fully integrated with Financial Services Cloud Have accurate and and is uniquely customizable to the specific use cases in the complete data in the CRM. insurance industry. The Challenge: Insurance companies have to enhance customer service, optimize operational efficiency, and streamline agents’ productivity. To achieve these goals, they have to customize activity capture to Salesforce through specific workflow automation. Guarantee complete The Solution: Revenue Grid is fully customizable and allows customer data confidentiality. insurance companies to sync records to the correct accounts, accurately track communications, The Challenge: Insurance companies need to host all data-related apply role-based data quality software on premises or on private servers to ensure they meet filters, and more. their security and privacy requirements. The Solution: Revenue Grid can be deployed on premises or on a private server. There’s also an opportunity to deploy in a multitenant mode or a private tenant configuration to maintain data confidentiality. Map out relationships and connections. Avoid conflicts The Challenge: Limited visibility into account health and usage data results in missed expansion opportunities. in calendars. The Solution: Revenue Grid helps map out The Challenge: The problem of conflicting relationships and connections between people appointments with Lightning Scheduler. involved in accounts. Then it transforms client data into actionable insights so insurance agents can The Solution: Revenue Grid’s Lightning anticipate customer needs and deliver the Scheduler Adapter allows clients to book personalized recommendations they expect. meetings easier by automatically checking real-time availability in both Salesforce and Outlook calendars. The booked meetings will appear both in Salesforce and Outlook calendars.

The Close-Up How Revenue Grid Solves Michael’s Challenges See how a CRM owner at a leading multi-line insurer could use Revenue Grid to guarantee that consumer Compliant with international privacy regulations targets, financial objectives, and business goals are met. Revenue Grid does not store any customer data and Michael’s team can deploy it on premises. There’s also an option to go with a private tenant configuration where customer data is physically separate from any other data. Automated data capture and customizable CRM Enabling the advanced sync solutions and addressing the problem of multiple “Related To” relationships in Salesforce. Michael ensures data hygiene. The agents can experience a 23% increase in sales velocity and save up to 15 hours per week on manual work per employee. MICHAEL BLACK CRM Owner, People’s Insurance Group Visual relationship mapping Michael leverages complete and accurate Salesforce data to Michael has to ensure that the company’s CRM provides insurance agents and empower agents and managers with critical business insights and their managers with a 360-degree view of every client, streamlines processes recommended actions that help agents work smarter and faster to deliver personalized experiences, and empowers the IT team to help in serving clients’ needs. These AI-based recommendations can business build and scale faster in a highly competitive environment. help insurance agents to proactively create and win upsells and increase the closed-won rate by an average of 21%. His Goals: His Challenges: - Guarantee complete data confidentiality and - Data needs to be captured from various Lightning Scheduler Adapter privacy of insured clients sources and requires advanced Michael’s team is able to prevent scheduling conflicts from synchronization options across multiple happening, because the Adapter automatically checks availability - Tailor the existing CRM system to business units in Salesforce and Outlook calendars in real time. It works when insurance industry requirements and improve the operational efficiency within - Teams across the organization need to better an agent schedules a meeting with a client, and also when a the organization focus on serving clients’ financial needs but client books a service appointment. are unable to do it because they lack data and - Utilize visual relationship mapping to can’t draw any insights from it identify the connections that matter most to clients and provide the maximum level - Lightning Scheduler and Outlook Calendar of personalization don’t automatically sync LEARN MORE ABOUT REVENUE GRID - Solve the problem of conflicting appointments