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SmartStart for Insurance

Get ahead with CRM SmartStart for Insurance....

  • Automated Regulation & Compliance processes
  • Policy Document Generation and distribution
  • Automated Agent Commission calculation
  • Interactive Dialogs for call scripts and customer qualification
  • Automated Product Recommendations during fact find
  • Customer Service & Complaints processes
  • Sales Pipeline & Customer Service interactive Reporting and Dashboards



SmartStart for Insurance

A partnered programme to help you implement a powerful CRM application within a Four-Week timeframe!

What is it? 

    Hyphen8 SmartStart for Insurance is a fully managed service designed to help resolve common business challenges of the insurance sector. As well as this, we understand that your CRM solution is a key investment and you need to get something implemented quickly to deliver rapid benefits from your investment. That’s why we’ve developed SmartStart – an insurance specific programme of consulting, application development and support services, implemented in just 4 weeks, that will;

    Analyse, Design, Build and Implement a powerful CRM application – based on the Microsoft Dynamics CRM platform – tailored to your needs within a rapid timeframe; and,

    – Provide you with expert ongoing support to ensure your application is always fit for purpose, maintains highest adoption levels, and delivers continuous return on your investment

    – Support you, through our 12-month service programme IN:GAGE, to ensure your system is managed and updated when needed to meet your ongoing and changing needs

Our Approach

The aim of SmartStart is to get your business up and running with CRM. With this in mind, our standard approach includes the following key stages:

1 Analyse your CRM requirements and expectations, with existing processes and systems in mind. 2-3 days onsite
2 Define and document your proposed solution aligned with your key priorities and objectives 2 days offsite
3 Design, develop and implement the solution needed to meet your immediate, high priority needs. This stage can include data migration. 5-7 days
4 Training – Systems Administration & End User training to ensure internal capability and high user adoption 2-3 days onsite
5 Provide access to engage our experts for ongoing consultancy, application development and administration support over the course of the 12 month service – when you need them. in:gage
Total (excl. VAT) £11,250

Based on our standard approach, stages 1, 2, 3 & 4 are typically completed within a FOUR WEEK timeframe!

The Difference

It is through our IN:GAGE programme that enables us to help our clients get the best value from their investments in their CRM initiatives. We focus on the whole CRM strategy ensuring, post go live, the application remains a success. It provides you with:

  • A clear plan that helps you drive change aligned with priorities and needs
  • A core CRM solution implemented within 4 weeks that delivers immediate value
  • Training and best practice from experts to drive maximum user adoption & internal competence
  • 12 months of ongoing support to ensure your system is always fit for purpose

Get in touch now – using the form below – to open the door on a your new CRM strategy!

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