oracle siebel-crm- 解决方案 - 保险业ppt课件

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1、Siebel客户关系管理保险业解决方案日程概览Siebel保险业客户关系管理解决方案市场营销新单和续保中介代理管理客户服务理赔保险行业分析保险业成功案例介绍Demo完整的理赔流程特定的理赔处理商机和客户管理多渠道销售前瞻性的续保销售分析SiebelCRM保险总体解决方案CustomerUp-sell/Cross-sell购买倾向分析智能驱动市场营销客户服务理赔管理效率:减少处理时间，一次解决效果:前瞻性服务,案例管理中介机构代理管理产品跟踪:联系,信任盈利分析销售线索分配和忠诚度工具佣金管理新单续保保险方案:主要实体Sto

2、redin100+specifictablesandusedin200+specificviewsInsuranceKeyEntities汽车DriverLicensesVehiclesDriverUWVehicleUWDiscountsThirdPartiesCoverage财产ContactsPropertyUnderwritingDiscountsThirdPartiesCoverageReplacementCost理赔NoticeofLossClaimantsInsuredPropertyReserveCovera

3、geAssignmentPayment理赔元素ClaimantsInsuredPropertyPaymentActivitiesNotesAttachmentInvoices家庭ContactsClaimsPoliciesServiceRequestUnderwritingProfitabilityProfileHorizontalComponentsInsuranceKeyStakeholders服务提供商CredentialsContractsProfileClaimsPayments代理机构ProfilePolici

4、esAgentsPrograms业务员SellingCredentialsPoliciesCommissionsPrograms保险客户PoliciesBillingAccountsClaimsPaymentsOpportunitiesProductsServiceRequestsActivitiesCampaignsContactsFraud&Subro市场营销Intelligence-DrivenMarketingSolutionSetIntelligence-DrivenMarketingBusinessInsigh

5、tListManagementMulti-StageMarketingProgramsCampaignDefinition&ExecutionTele-marketingEventsManagementMarketingEffectivenessAdvancedSegmentationAdvancedSegmentation,Multi-ChannelDelivery,Closed-LoopROIBusinessInsight&AdvancedSegmentationRole-BasedEnterpriseBusiness

6、InsightDashboardsInsurance-SpecificWarehouse-Over140Pre-definedKPIsAdvancedSegmentationbyPredictiveScoressuchasChurnPropensity,CustomerValue,FraudPotentialetc.PLANNINGMarketingPrograms&CampaignMgmt.FullyIntegratedwithSegmentationEngineGUI-basedProgramFlowDevelopme

7、ntMulti-ChannelExecution:Letter,Email,&Tele-marketingCampaignsEXECUTIONMarketingEffectivenessAnalyticsDashboardsforCampaignResponseTrackingIntegratedSalesManagementCapabilityAllowsTrueCampaignROIanalysisEnablesClosed-LoopMarketingProcessANALYSIS新单与续保StreamlinedAcq

8、uisition&RenewalSolutionSetStreamlinedAcquisition&RenewalsNeedsAnalysis&RiskEvaluationQuoteDevelopmentProposals&PresentationsApplicationCaptureUnderwrit