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Providing prompt and accessible customer service CRM system for agents – The system supports agents’ activity in three main areas:


• Sales among existing customers – locating potential customers based on analytical models and producing a report containing potential customers’ details and costs of the selected product, a large reporting system and making cross-sections without the need for printing or storing reports


• Receipt of information and professional know-how – sale presentations, policy terms, legal opinions, links etc.


• Support of service and operations – forms, underwriting questionnaires, follow-up of productions and requests addressed by the team etc.


iPhone/iPad application


Most people carry a mobile phone with them throughout the day. Migdal identified the potential of the iPhone and, in 2010, was the first insurance company to launch the Enterprise application in Israel. This application allows all of Migdal agents to connect to information at any time, and be able to give answers to spontaneous service interactions throughout the day. Using their iPhones, agents can receive customer information such as their insurance file, potential, calculators and even birthdays.


watch the video A day in the life of an agent


To conclude, here is a short video describing a day in an insurance agent’s life, focusing on the agent-customer interaction in a changing world. Although the clip is fast and dynamic, remember – this is the world we live in!


watch the video iQ COMMUNICATIONS | 23


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