Group Insurance Brokers:
How Mature are the Processes of your Group Insurance Brokerage?

Find out the maturity of your business processes (e.g. Sales Processes, Renewal Processes, etc.) and how you can improve the performance of your business.

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Analyze the maturity of your processes now.

In this e-book, 10 processes specific to the group insurance industry will be examined:

  • Contact Management,
  • Prospection,
  • Sales Management,
  • Policy Management,
  • Plan Member and Life Events Management,
  • Renewal,
  • Administrator portal,
  • Commission Management,
  • Data Analysis,
  • Customer Care.
Here are some examples:

Sales Management

Determine if your sales process is more instinctive and if it is well established to maximize your results.

Policy Management

Evaluate if the life events of the participants need to be entered into a single platform and if you have several automatic functions in place.

Commission Management

Measure whether your commission management is manual or if the commissions calculation and reporting are optimized.

How Mature are the Processes of your Group Insurance Brokerage

The 5 stages of business process maturity:

Why do you need to know the maturity of your business processes?

A process maturity analysis has several benefits.

  • Determine which processes are mature and which are less mature,
  • Identify ways to improve your organizational productivity,
  • Anticipate the risks your company is facing,
  • Determine your strengths that set you apart from the competition.

XRM Vision is a human-sized CRM consulting firm driven by leading-edge expertise and commitment to our clients’ success. We have been specializing in designing and implementing customer relation management solutions for over 10 years based on Microsoft Dynamics 365 technologies.

We guide sales, marketing, and customer service professionals to unleash the full power of the processes and solutions we offer so they can focus on creating an exceptional customer experience.

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Your customers expect an outstanding service experience and personalized support from you. XRM Vision provides you with the best practices and technological tools to build customer loyalty, support your growth and improve your productivity.

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Fill out the form below to receive our CRM process maturity assessment kit free of charge.


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Based on the Capacity Maturity Matrix, our methodology will help you assess the maturity level of your business processes and customer relationship management. With our ebook and the web questionnaire that comes with it, you will be able to identify the next steps to progress based on your specific situation.