Insurance industry CRM solutions

Scheme background

After a long time of development and accumulation, insurance companies have accumulated massive client data resources, most of which have been left unused in the resource library of enterprises since they came into being. However, with the surging tide of the big data era, people pay more and more attention to the problems such as how to generate clients through data, how to predict the development trend through data, and how to obtain maximum benefits through data. Rational and efficient integration of data resources accumulated by insurance companies has become one of the most priority affairs of insurance institutions.

Scheme content

The scheme architecture consists of the data source layer, data integration layer, data application layer, business application layer, data interaction layer, operation and maintenance management platform and data control platform. Data source layer: as the data source of CRM system, it includes the client-related information of all business systems in the insurance company and external client data that can be obtained. Data integration layer: client-related data is uploaded from the data source to ODS, which is then stored in the E-CIF data model after cleaned, merged, and transformed. Data application layer (client portrait): extract the client feature set based on the client data in E-CIF, and then generate the client tag through the data mining mart. Business application layer OCRM: provide the client management, sales lead management, value-added services, etc. The client management mainly includes the management functions to existing clients, potential clients and lost clients, as well as the functions of client information query type, such as 360° client information query, client tag query, client portrait and so on. Sales lead management includes the sales activity creation, client list selection, sales task classification, tracking, and statistical analysis. ACRM: provide data analysis services on client subject, including client tag analysis, client behavior analysis, client preference analysis, loyalty analysis, loss rate analysis. Data interaction layer: provide the data support for other peripheral systems through the enterprise service bus. Operation and maintenance management platform: provide the monitoring function of the system to ensure the stable operation of the system. Data control platform: manage and control the data in the system, including metadata management, data standard management and data quality management.

Scheme value

The value of Chinasoft International CRM scheme is mainly reflected in the following aspects: integrate the client information and realize the client identification. Provide data support for precision marketing, differentiated services and risk assessment through client portraits. Reduce the burden of core business system and provide client data support for peripheral system.