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Featured
Software Choice
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| Title
- VanillaSoft Telesales |
| Author
- VanillaSoft |
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Small Overview
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| VanillaSoft
has fielded millions of inbound and outbound calls and has a
proven track record in implementation for more than 7 years.
VanillaSoft was developed by a call center that needed a solution
that was simple to use and train, yet powerful enough to have
multiple callers multiple campaigns. |
| VanillaSoft
Telesales Download |
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| - Firepond Interactive Selling Suite for Insurance |
| Firepond Interactive Selling Suite for Insurance
Description |
Based on deep industry expertise, Firepond’s Interactive Selling Suite for Insurance (ISSi) was built to map directly to the process of selling insurance, adapting to each unique sales channel – brokers / agents, direct sales, or via the Internet. It features processes and controls that allow insurance companies to ensure selling consistency, eliminate errors, control brand dilution, and optimize enrollment and renewals. The system also protects sensitive customer and product data, and can be a valuable component in complying with government mandated privacy regulations.
Main Process Components
Prospect Management
Prospect management provides insurance brokers, agents and direct sales agents with a single up-to-date view of their book of business (the new sales prospects and renewal opportunities). Brokers, agents and sales representatives have the ability to capture new customer information or reference existing customer information, accessing up to date information at the time when it is most useful. Not only does the application collect and manage basic account information, but it also facilitates searching, retrieving and reporting on the customer database.
Census Management
Census information is a critical component to the rating and proposal process. Census data can be imported from other sources or entered directly in the application. Census versioning provides the capability to process various alternatives for a given group, and save the information for future use. With an automated process, data entry is eliminated, data quality improved, and the time to generate rate alternatives and proposals reduced.
Needs Analysis
Needs analysis is the process of intelligently analyzing captured information to recommend an appropriate product, or a short list of products, to meet a prospect’s needs. Working from high-level descriptions of intended needs, preferences, priorities, and price sensitivity, prospects are consistently and accurately guided to the right products. In addition, the rules-based engine ensures that only up to date, active products are quoted, eliminating re-work while ensuring accurate plan configurations from the insurer. |
| - Firepond Interactive Selling Suite for Insurance
Download |
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