® Creating Value for Automotive Dealers v4.0, Last Updated on 25 Feb 2021 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved With Insurance Renewal & Retention How dealers team do Insurance Renewals in the absence of CRM ? 2 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved In the absence of CRM software, dealer’s insurance team download ‘ DUE FOR RENEWAL’ data from Insurance Portal Distribution of ‘Due Date’ is done on Excel Sheets. These excel sheets are circulated to Call Center Team / Insurance Executives,2 Unstructured Data Insurance Renewal team, Call, SMS, Engage & Nurture customers data on unstructured formats such as - MICROSOFT EXCEL, NOTEPADS & UNSTRUCTURED DATA FORMATS Impact of Unstructured Data Management 3 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Manual ways of Call/SMS/Email/Chat 15 - 20% of productivity loss for Telecalling team. INEFFICIENCY Real - Time Monitoring & Improvement Productivity, efficiency and Revenue Metrics cannot be measured and improved IMPROVEMENT Missed Follow - ups & Reminders Follow - up notifications & reminders are not available for Telecalling team on MS Excel based data Management. LOST OPPORTUNITY Leakages & Loss of Customer Data Frequent attrition in Telecalling staff and subsequent loss of data leading to revenue leakages LOST OPPORTUNITY Lack of Segmented Offers & Promotions Targeted promotions and offers cannot be created & managed with a CRM app CSAT & AQUISITION Penetration of Winback or Break - in Policies Targeted list for ‘Insurance Renewal’ due based on Service & sales data LOST OPPORTUNITY How AUTOSherpa creates value for dealers ? 4 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Download ‘Due for Renewal’ from OEM portal and in CRM without any changes Auto allocation of data to CRE /Telecalling team RoboCall Automation Tele - Calling Automation SMS, Email & Whatsapp Automation Real Time Business Reports Field Executive Automation Digitize Communication, Reduce In - efficiencies and Drive Renewals and Penetration of Winback (Break - in) 3 Satisfied Customers Reduce Inefficiencies 2 Drive Retention & Renewal 1 1 st year retention and 2 nd year onwards Renewal goals Segmented Offers for Winback (break - in) customers Dealer Advantage Retention & Renewal Segmented Offers / Promotion All round benefits Topline Growth Seamless Messaging Improve penetration of Winback (Break - in) policies 5 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved With ‘Click to Call’, telecalling team saves time by ~15 - 20% Personalized Whatsapp automation saves another 12 % of time for users Special tags / priority setting for those to whom proposal was sent On - Time follow - up with customers Traceability of last customer interaction Our solution - Unified CRM for automotive dealers Multichannel Communication Refer Past Interactions & Billing History Upsell /Cross - sell Opportunities Upsell Insurance Renewal, Re - Finance, Car Exchange, New Car, Extended Warranty, Road Side assistance, Spare Parts etc. Intuitive analytics on Customer Interactions AI Powered Forecast Logics Mobile App for instant engagement (Call, SMS, WhatsApp) 6 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Product Review 2 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Call / SMS / Whatsapp from 360 Degree Profile Simple workflow for appointment, Pick & Drop & Customer Follow - up Customized SMS & WhatsApp Message in Regional Language 9 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved SMS or Whatsapp Automatically Personalize your message for every customer **** Send Message on English, Hindi or any Regional language नमस्कार। आपकी मारुती कार DL 05 MY 6565 की Insurance policy 12 May 2021 ( १२ - मई - २०२१ ) को Expire हो रही है | अपने WhatsApp Number पर Quotation मंगाने क े लिए हमें लपछिी पालिसी का फोटो भेजे - नरेश त्य ागी , शेरपा मोटसस - ९१४८९०६९१६ ( 9148906916 ) Automatic Allocation of Customer List 10 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Activity based data Management Clear Dashboard Monitors to guide Telecalling team Upload Documents - Policy Proposal, Invoice etc. 11 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Upload Invoice Copy, Customer Feedback, Policy Proposal or any other document for reference I. PDF II. PNG III. JPEG IV. EXCEL Call Recording Compliance 12 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved 100% call recording on GSM gateway / SIP Trunk based telephony architecture 13 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Accessible on Mobile Enables WORK FROM HOME CRM is designed to work on Smartphone too 14 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Application for ‘Insurance Field Team’ Available for android phone only Reduce Cost of ‘Insurance Payment Collection’. Also improve customer experience I. Assign Pick - up information on App II. Track LIVE productivity of Field team III. Monitor and Give Feedback IV. Improve pick - up and delivery efficiency CRM Reports 3 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved 16 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Reports – Home page 17 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved LIVE Report 18 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved LIVE Report ... CONT 19 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved LIVE Report ... CONT 20 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Hourly Report