Yamini Bhat, Co-Founder & CEO of Vymo – the leading sales engagement platform for global financial services institutions and Kate Legget, VP and Principal Analyst, Forrester, will lead a lunch workshop on how carriers and brokers can increase customer engagement to deliver personalized experiences at scale.
The session, ‘Sellers Need More Than A CRM,’ is curated for insurance leaders attending the upcoming Insurtech Connect event in Las Vegas and is scheduled at 12:30 p.m. PT, Wednesday, September 21.
Armed For The Future Of Insurance
Changing customer outlook, fierce competition from new players, and accelerated digital adoption post-pandemic have altered the insurance industry, questioning decades of business assumptions. Delivering a seamless, delightful customer experience is table stakes. And most business operating models and conventional sales tech stacks are struggling to deliver this kind of experience.
Insurance leaders must re-evaluate their existing sales distribution tech stacks and augment traditional CRMs to scale efforts towards superior customer experience and profitability. How do you build a stack that can deliver:
- Improved sales coverage and visibility for a tangible increase in productivity;
- Real-time capture of complete context on every activity within 30 seconds of an engagement;
- Improved key business metrics in less than eight weeks of deployment?
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