INSURANCE
Cantata has been with the Insurance industry for over 20 years. Our clients range from consumer insurance providers in a variety of sectors to reinsurers and providers of specialist insurance such as shipping. We have supported the CRM requirements of a wide range of types including home, car and health insurance. Our work has included providing CRM capabilities across insurance providers, supporting sales and service functions. Sales processes in insurance can be complex and often require a different approach to typical CRM product sales capabilities. We have implemented efficient business processes for supporting quotation, application and claims functions.
Developing CRM roadmaps for Insurance clients normally includes extensive engagement with a wide range of users from senior stakeholders at C-level to administrative staff and we are experienced at getting buy-in and support for complex change programmes. Functionality often includes specific integration requirements to a range of dedicated (often in-house) tools for quotations and document production. We specialise in assisting organisations select and implement the correct technology suite, and our independence means we can recommend tools from across the market. Requirements often require development of additional capabilities over those provided as standard even within the leading CRM tools.
Our work with larger institutions has included integration of multiple existing CRM systems, and large scale data migration. We can provide bespoke training for what is often a diverse and time poor user community.
OUR INSURANCE EXPERTISE
- Personal Insurance
- Reinsurance
- Specialist Insurers
- Complex Sales & Quotation Capabilities
- Marketing & Event Management
- Cultural & Business Change
- Complex Integration
- Bespoke Training & Support