In the past few years, many companies dealing with insurances, health insurances and pension services have started adopting CRM systems into their work. This kind of organizations deals with a large number of clients each day and need to treat them properly. This is the only way to ensure success for the organization. CRM systems aid the process of creating a healthy relationship with clients and that is the reason why they have been implemented in so many companies recently. The main goal of such solutions is to aid the work of the front office. CRM modules are mainly related to the processes that take place in the front office. The applications that deal with finances and accounting are also in help of creating a better business strategy for customer management and are therefore more closely related to the sales and marketing departments than the accounting department.

Insurance companies need to deal with storing large amounts of information. Moreover, their work requires them to have good systems for recording contacts since there are more and more new clients coming in every day. Another important fact is that there are many new mandatory insurance policies. This means even more work with clients for the insurance organizations. In order to easily handle all the incoming data and the new clients it would be a good idea to start using CRM. There are many different types of CRM solutions and each company should find the one that best fits its needs.

Nowadays, communications take place over the Internet or the phone. This means that a Call Center is a must have for every insurance company. This way it would be a lot easier to register and deal with customer complaints, problems and suggestions timely and ensure the satisfaction of each client. Not paying attention to the requests o the customers on time might make them annoyed and dissatisfied. By the use of the CRM employees will have access to the profile of each customer and will be able to serve his needs in real time. A special treatment for each customer is a requirement for every company that wants to achieve success and especially for the companies that sell services instead of products.

It is important for insurance companies to know which clients are reliable and should be trusted to sign a contract with them. With CRM, it will be a lot easier to investigate the past of a client and know about all the transactions between him and the company. Moreover, CRM communicates with all the rest of the applications used in a company and provides the most complete profile of a client possible by gathering every bit of information from the different sources. Therefore, CRM is a must have for insurance companies.