CORUS Consulting will transfer VTB Insurance to the upgraded version of CRM

On February 15, 2018 the CORUS Consulting company announced VTB Insurance the beginning of the project on completion of functionality and transfer to the upgraded version of the CRM system of the representative of the Russian market of insurance services. The solution is constructed on the Microsoft Dynamics 365 platform.

Due to the increased amount of data and emergence of new tasks which solution requires expansion of opportunities of the platform the decision to upgrade to the upgraded version of the CRM system of Microsoft and at the same time to expand functionality of the solution was made.

Department VTB Insurance

The CRM system of insurance company automates a big range of business processes on work with physical persons and legal entities. Within the project automation of directory service is planned that will allow call center operators and sellers of the company to receive a full range of data on the client in a common information space. Integration of the CRM system with the sheet systems of the company will be for this purpose executed. Such solution will significantly accelerate and will increase customer service quality and also will help by preparation for a call or a meeting. Specialists of system integrator will also offer mechanisms of creation of the automated scripts and the knowledge base.

For support of sales, prolongation of insurance products and processes of work with receivables holding outgoing campaigns, consultation of clients on products on the basis of the scenarios and descriptions which are stored in the knowledge base, formation and sending e-mails and SMS on the basis of templates will be automated. On processes measure calculation of quality and the reporting will be implemented.

During the project work with the addresses which arrived on different channels and claims will be also automated.

"To hold positions in the insurance market we involve modern technological solutions. The CRM system became for us the main tool for customer interaction allowing to obtain all information on the history of our communication with each client in the mode of a single window. Need of the upgraded CRM platform is caused, including, and that volume of information systems which we use in work. The unified register of clients, architecture of call center, the sheet systems are only a short list of those IT solutions with which the CRM system is integrated. Microsoft Dynamics 365 is the platform which will allow us to obtain quickly data for even more effective work with our clients". Svetlana Agapova, director of the department of insurance and information technologies VTB Insurance

"A wide product portfolio VTB Insurance means a lot of work of the selling divisions and marketing on preparation of the personalized offers for different segments of clients. The upgraded CRM system is designed to simplify as much as possible this process, minimizing risk to provide to the client information, irrelevant for it". Maria Bar-Biryukova, deputy CEO of CORUS Consulting Group