SAP CRM rapid-deployment solution for insurance sales management

Streamline the insurance sales process – to quickly convert offers into policies

Give your insurance agents the tools they need to accelerate sales and improve support. With this integrated sales-and-service solution, your agents can accurately generate detailed sales reports, quickly gain a real-time 360-view into customer data, and efficiently deliver legally compliant customer support.

  • Comply with the ever-changing legal requirements for selling insurance products
  • Determine each customer’s specific needs, using fact sheets to deliver the services expected
  • Monitor and improve each sales agent’s performance
  • Run an intuitive, Web-based reporting framework, to generate and access detailed reports
An insurance-sales agent explains the different products her company offers
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A magnifying glass reveals the details of a fingerprint, suggesting how software helps supports insurance sales management

Business Partner Management

Leverage fact sheets to gain a holistic view of each prospect and create insurance policies. Offering a graphic-based cockpit, this solution can help see each customer’s portfolio with one-click action buttons.

A finger taps a computer mouse, suggesting how easily organizations can perform routine tasks with CRM insurance sales software

Sales Activities Management

Enable your insurance agents to better manage sales activities, including appointments and information about each customer’s planned, ongoing, and previous policy requirements. By leveraging this solution’s cockpit, you can generate visit reports and agent profiles.

An insurance agent explains the financial options available to a client, an action made easier when running insurance client management software

Insurance Quotation Management

Generate non-life insurance products – easily and affordably. With this pre-configured solution, you can streamline the entire quotation process, enabling your agents to quickly print or e-mail product quotations and efficiently perform follow-up activities.

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More Scope Items

Insurance Application Management

Configure insurance products that meet each client’s needs. With this easy-to-use solution, you gain a sample interface – based on SAP Policy Management – that can help reduce business process changes and manual interventions.

Interactive Reporting for Insurance Agents

Run an intuitive, Web-based reporting framework that enables you to access existing reports and generate new ones.

View more SAP Rapid Deployment solutions for your line of business:  Sales ›

Not sure this solution is the right fit for you? Other insurance solutions › All SAP solutions ›