InsurTech CRM
An InsurTech sale does not close in a single meeting: the technical evaluation, the compliance review and the pilot each move separately; when these are kept in separate places, where the opportunity is really stuck stays invisible.
Evaluation, compliance review, pilot and contract are stages of the same opportunity record; how long each stage waited is calculated from the record dates and shows in the report.
- Track insurer and agency opportunities in their own long sales pipeline
- Tie the technical evaluation, compliance review and pilot steps to the opportunity
- Keep the different decision makers at the same organisation on a single account card
- Follow the scope and delivery steps of integration projects
- See contract renewal and usage growth opportunities in time
| Long-Cycle Sales Pipeline | Evaluation, compliance, pilot and contract are stages of the same opportunity record; the time waiting in a stage is calculated from the record dates and shows in the report. |
|---|---|
| Multi-Stakeholder Account | The people on the technical, compliance and business side are contact records attached to the same account; who said what stays in the account's history even when the representative changes. |
| Pilot Tracking | The pilot is a stage and carries its own tasks; the start and end dates sit in fields, and pilots that drag on collect in a list. |
| Integration Scope | An integration project is a record attached to the opportunity; the scope items and delivery steps are kept there. The connection is built specific to the project; there is no out-of-the-box module, it is built over the API. |
| Renewal and Growth | The contract end date is a field on the account record; the ones coming up drop into a list and the contact task is tied to that date. |
An InsurTech sale does not close in a single meeting. The technical evaluation, the compliance review and the pilot move through different teams at different speeds; when these are kept in separate files, which step the opportunity is actually waiting on is only learned when someone asks.
Rapitek CRM turns these steps into stages of the same opportunity record, so the waiting time is calculated from the record dates. Because the different decision makers at an organisation are attached to a single account, the history of the conversation stays with the organisation when the representative changes.
The scope of the plans and the separately priced items are written on the pricing page.
