Broker Management System
Lumley Insurance were using their internally created core
application to keep track of their intermediary and client
contacts. The system while great for managing all that is
associated with insurance policies was not ideally suited to cater
for detailed customer relationship information.
The problems with not having a customer relationship management
(CRM) system meant the organisation could not effectively manage
customer relationships. Additionally any pseudo system was a
standalone silo with no interfaces to any other systems within the
organisation.
Simbient was engaged by Lumley from a very early stage to assist
in defining the scope and gathering requirements. Simbient's
background in consulting, technology and project management along
with intimate knowledge of the scope and requirements meant it was
ideally placed to complete the installation, configuration, build,
test and implementation for the project.
The solution was to implement a CRM which would enable the
business to:
- Better manage customer relationships
- Proactively market to the customer database
- Provide a platform which could interface with other core
systems
- Increase staff productivity
The benefit of implementing a CRM solution was to:
- Enable the business to better manage relationships
- Increase the productivity of staff
The solution incorporated the following technological
componements:
- Microsoft Windows Server 2003
- Microsoft CRM 4.0
- Microsoft SQL Server 2005
- Microsoft SQL Server Reporting Services 2005
- Microsoft ASP.Net 2.0