Design And Implementation Of Insurance Customer Relationship Management System

By the arrival of Globalization and China’s entrance into WTO, the competition of domestic insurance market is becoming more and more heated. Domestic insurance industry is facing competition from outside as well as inside, and companies are working all out to seek breakthroughs.A key to success has now emerged—a system that focuses on customers—CRM. As a service industry, the CRM of the insurance industry should explore base on "customer relations", not merely stay on the stage of clearing customer information or building a so-called "call center".This article will analyze the planning, building, implementation of the CRM system, and further raise effective solutions.The first, in terms of planning the CRM system, this article will discuss a series of related topics, such as the problems and mistakes that CRM of insurance industry faces, how to study from the overseas experience, and learn from them selectively, and so on.Before building the system, the company should understand clearly that there is no one-step realization, should base on the needs of the different stages of informationalization. Finally, during the construction process, because the insurance industry has a more exigent need for the support of information date, this article will study and construct the CRM system from the different aspects of technology, management, and strategy, and to identify the importance of the "client", and fully utilize the client resources. At the same time, this article also combines the characteristics of the industry, which includes the evaluation of risks, and the human resources management. This can ensure that during the application of CRM system in the insurance industry will achieve the marketing, sales, service, cooperation management platform; as well as achieving the all compassing management of clients, potential clients, partners, employees, products, and competitors. Therefore, it can standardize the operation procedures, improve the marketing ability and service quality, correctly analyze the decisions, and achieve a higher core competitively of the company.