Interasco AEGA

A modern insurance company that offers a wide range of programs for both individuals and businesses

The company

Interasco AEGA is a modern insurance company offering a wide range of programs for both individuals and enterprises.

 

The company counts 127 years of continuous presence in the Greek insurance industry, Interasco AEGA keeps till today its successful work in the Greek market as a subsidiary of the Harel Insurance Investments and Financial Services Group, one of the largest insurance and financial groups internationally based in Tel Aviv.

 

With the support of the Harel Group, its well-trained human resources and a nationwide network of more than 1,200 partners, Interasco ensures the best experience and know-how needed to fully and effectively meet the customers' needs throughout Greece.

 

Business Challenge

Due to constantly increasing competition, the company needed to respond on time and validly to the its customers and its partners’ network demands, aiming at:

  • increasing customer loyalty
  • developing customer base
  • providing high quality service
  • differentiating it from the competition

The solution

To meet the above requirements Interasco AEGA has sought a modern international Customer Relationship Management (CRM) solution that enables the implementation of a well-designed strategy to manage customer-centric relationships, customer service, and the use of state-of-the-art technologies to empower staff and increase productivity. Based on the above, Interasco chose to cooperate with Data Communication for the implementation of an integrated Microsoft Dynamics CRM solution.

A Phase - Customer Service
  • Complete tracking of key contacts, customers, cases management and full monitoring of activities and communications (Tel, E-mail, meetings, etc.) related to their servicing
  • Mechanism for sending notifications via emails internally to the relevant users 
  • Integration with the existing ERP at the level of basic data (policy holders, contractors, partners, guides) and at the level of transactions (insurance policies - cover - expiration dates, beneficiaries and financial data)
  • Completion with asterisk call center for Dial in-out reasons and automatic identification of incoming calls and client tab in CRM
B Phase - Planning promotional activities through Marketing
  • Exploitation of Customer Information (Potential and Existing) maintained in the CRM system in order to create targeted marketing listings
  • Extension of integration with asterisk PBX for automation purposes and best follow UP communications service (Call-Back)
  • Expansion of the integration with the ERP system in order to transfer the elements of the new contracts from CRM to ERP aiming at product pricing
  • Full listing of the results of each campaign on a daily basis
  • Creation of required reports for the evaluation of each action's profitability

Benefits

  • Increased customer satisfaction and loyalty due to quicker resolution of requests and personalized service
  • Empowering service department representatives, increasing their productivity and efficiency
  • Integrated oversight of customer service communication with customers and all related service requests
  • Improvement of all customer service productivity indicators
  • Gaining new customers as a result of successful and targeted marketing campaigns
  • Accurate, real-time information in order to evaluate both marketing campaigns Service Department productivity

Solutions

CRM | Cloud for Business |

Microsoft Dynamics 365 - CRM

Customer Relationship Management.

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