insurance producer direct solution

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Insurance Producer Direct Solution Empowering Your Producer Sales Force to Sell More

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Insurance Producer Direct Solution Empowering Your Producer Sales Force to Sell More

Helping Insurance Organizations Maximize The Value Of The CloudIt’s often difficult for organizations in the insurance industry to keep up with the constantly evolving global landscape of the marketplace and to address the numerous complexities that apply only to insurance organizations. Regulation changes, new entrants to the space — from non-traditional competitors like the government to new insurance start-ups — and changing producer and customer expectations only add to the challenges for insurers of all sizes. At Accenture, we understand these challenges and have created industry-specific frameworks to help our clients overcome obstacles and accelerate implementation and adoption of cloud-based customer relationship management solutions.

Accenture’s ApproachThe Insurance Producer Direct Solution takes a comprehensive approach to assessment through design, integration, deployment and ongoing support. The solution, fullforce certified by Salesforce®, addresses industry-specific problems related to customer retention and loyalty, revenue growth, social collaboration and seamless data and systems integration. We work with you to build user interface templates that enable your firm to better manage call reporting, opportunities, sales data and more.

Accelerate Time To Market For CRMThe Insurance Producer Direct solution accelerates time-to-market for CRM applications by addressing the challenges and obstacles specific to insurance firms.

From assessment and implementation to ongoing support, your firm will have the advantage of our experience and expertise in the industry. You will benefit from a custom solution aimed specifically at your agency management business issues, based on best practices and populated with pre-configurations and technical components.

Social Marketing, Monitoring & Response

Leads, Prospect Management

Sponsorship/Bancassurance Management

Client Servicing

Contact Centers

Agent Mobile Desktop

Advisor Console

Agent Ranking/Profiling

Recruitment and Accreditation

Agent Account Planning

Account and Branch Hierarchy

Call Reporting and Activity Management

OpportunityManagement

Account Coverage

Data Quality

CampaignManagement

List Imports, Email Campaigns

Lead Management

Integration (Eloqua, Exact Target, Marketo, Silverpop)

Campaign Cost Tracking

ETL Middleware (Informatica, Ab Initio, DataStage)

Reporting Tools(Congos, Business Objects, Hyperion)

Data Enrichment

Integration(Harte-Hanks, Unitrac)

Mobile (Pyxis)

Direct to Consumer

Agent/ProducerRetail Management

Group Sales/Wholesaler

Marketing Automation

Technology

Assess current environment - tools/technology, systems, processes; identify future-state goals and leverage points; Define business architecture roadmap

Leverage Accenture accelerators in conjuction with client leverage point design a detailed plan forward: Recommend appropriate add-on solutions as part of overall approach

Create end-to-end solution architecture including client-specific customizations

Rollout new ways of working so that benefits are realized

Implement ChangeManagement approach: Incorporate Social Collaboration as part of adoption; Deploy solution with necessary support components

Assess Leverage Design Extend/Integrate

Deploy/Operate

Use Cases

Data

Structure Integration

Enterprise 2.0

People

Platform

Methodology

UI

Insurance Agency Management Solutions For Your Firm

As part of our insurance producer direct solution, we have developed a framework specific to producer and sales management. This solution brings together industry CRM best practices with cloud, social and mobile technologies in a predictable way that accelerates time to market.

Insurance Agency Management Solution Snapshot

The Insurance Producer Direct solution accelerates time-to-market for business applications by addressing problems specific to insurance organizations and by providing increased predictability related to customer retention and loyalty, revenue growth, social collaboration and seamless data and systems integration. Customers benefit from a true vertical solution based on best practices and populated with pre-configurations and value-add technical components.

Salesforce, Salesforce1 and Chatter are trademarks of Salesforce, Inc. and used here with permission.

Accenture, its logo, and High Performance Delivered are trademarks of Accenture.

Copyright © 2016 Accenture. All rights reserved.

About AccentureAccenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions—underpinned by the world’s largest delivery network—Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With approximately 373,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. Visit us at www.accenture.com.

Why Accenture?

Accenture is a leader in Salesforce, with the world’s largest Salesforce practice and three times more certified professionals than any other company. We’ve applied our market-leading Salesforce capabilities and our deep industry experience to develop fullforce solutions certified by Salesforce in the Financial Services industry. Accenture is bringing these solutions to help shape and deliver transformational programs globally — driving real innovation and value and maximizing the benefits of Salesforce technology.

For more information, contact:

Toan Huynh Managing Director – Cloud First Global Financial Services & Insurance [email protected]

Key Features:• Support for individual and group insurance business models• Account, contact and opportunity management• Campaign and lead management• Call reporting and event tracking• Sales referrals tracking • Needs analysis • Social collaboration workflow• Agent Facebook storefront• Salesforce1 Platform® and Chatter® integration• Agent recruitment capabilities

Benefits:• Personalize agent access to firm intellectual capital• Create a single view of producer relationships• Build brand loyalty in conjunction with agency loyalty• Improve agent effectiveness• Improve consistency or product knowledge• Enhance tools and sales enablement • Develop stronger advisor practices• Easily find social leads and and enable social selling• Provide producers with a mobile day planner • Attract new talent

Leads & Prospects

Agent Effectiveness & Mobile Day Planner

Quote & Needs Analysis

Social Integration

Sales Data Reporting

Integration Framework

Agent Recruitment

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