Consona Service and Support Solutions for Insurance:
Empowering Profitable Agents and Brokers

Key Benefits Manage complex relationships Process claims more efficiently Empower profitable agents and brokers Target at-risk clients

Process Claims More Efficiently
Insurance companies operate in a highly competitive market where consolidation, increasing regulation and economic realities are negatively impacting their ability to achieve key objectives.  Increased risk is driving the need to find more predictable revenue streams and cost efficiency gains – initiatives that are difficult to achieve because of a dizzying array of systems, workflows and disconnected processes which cause delays in even the most basic customer interactions.

Whether you are regional or global, a key aspect of your strategy must be to reignite your ability to treat each client as an individual with individual needs.  Which customers are most likely to buy which products? Who is at risk of leaving? Which unprofitable clients are most likely to be profitable? Which agents warrant specialized attention? Who is most likely to respond to which marketing campaigns based on their demographics? When you are able to answer these questions effectively and consistently, every transaction becomes an opportunity to drive revenue or increase wallet share.

Maximize Revenue and Customer Retention
Consona has a rich history of offering high quality software and outstanding professional services, while specializing in select industries where we offer unique, compelling and defendable differentiation.  We provide unmatched functional breadth and depth within the insurance industry and will help you achieve the following objectives:

• Place the customer at the center – your customers don’t define themselves as leads, contacts, accounts or opportunities and neither should you.  Define each customer as an individual and ‘hang’ every activity from one location.
• Manage complex relationships – easily build and extend multiple hierarchies with one to one, one to many and many to many connections.
• Integrate freely – robust architecture was originally (and still is) built as an integration platform so you can centralize content from multiple legacy systems including the capture of 3rd party demographic information.
• Market and cross sell effectively – combine resolution flows, scripts, marketing campaigns and advanced knowledge management to highlight opportunities to expand your presence within profitable households.
• Automate routine activities – realize efficiency gains in completing account originations, applications, policy approvals and more.
• Convert leads to customers – track each opportunity individually, manage cross-departmental efforts and execute pre-defined scripts.
• Target at risk clients – identify customers that need attention, the reasons why and suggested actions to re-establish the relationship.
• Provide self-service options – establish the ability for customers to access information, get answers and complete basic tasks without your assistance.

To learn more about the product suite leveraged by leading insurance companies, please click here to contact us.  You can also read case studies to hear from customers on their most recent success stories using Consona CRM implementations.