New system to help track sales performance for insurers in Kenya

The insurance fraternity will now have an easier time in improving sales funnel management, measuring turnaround time, capturing new sales performances at various levels, therefore, producing higher sales through the cross and upselling.

Salesforce, a customer relationship management system recently rolled out by resolution insurance is set to improve the efficiency of the insurer’s workflow through automated processes. Developed in the United Kingdom, the insurance company is the first to launch it in Kenya. The system, however, has been adopted by companies in Europe, The Middle East, America and in the Asia Pacific.

The system was installed in March 2017 and underwent customization to gel with Resolution Insurances internal processes and systems. Salesforce testing was then conducted in June 2017 to ensure the seamless flow and smooth integration with the company processes and functions, staff user training was undertaken in August 2017 which lead to the system going live in September 2017.

The system is anticipated to help businesses in improving operations on a single, secure, and scalable platform that’s can easily be customized and upgraded without anything breaking to suit the functionality and business practices of the corporation.

According to Resolution Insurance system further helps Resolution Insurance to extend sales power, service, and market with pre-integrated applications that will enable the corporation to improve customer experience through faster turnaround time and efficiency.



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