Insurance Renewal CRM for Automotive Dealers - Naveen Sharma

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Creating Value for Automotive Dealers With Insurance Renewal & Retention ® © WyzMindz Solutions Pvt. Ltd. All Rights Reserved v4.0, Last Updated on 25 Feb 2021 How dealers team do Insurance Renewals in the absence of CRM ? Unstructured Data In the absence of CRM software, dealer’s Distribution of ‘Due Date’ is done on Excel Insurance Renewal team, Call, SMS, insurance team download ‘DUE FOR Sheets. These excel sheets are circulated to Engage & Nurture customers data on RENEWAL’ data from Insurance Portal Call Center Team / Insurance Executives,2 unstructured formats such as - MICROSOFT EXCEL, NOTEPADS & UNSTRUCTURED DATA FORMATS 2 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Impact of Unstructured Data Management IMPROVEMENT INEFFICIENCY Real-Time Monitoring & Manual ways of Call/SMS/Email/Chat Improvement 15-20% of productivity loss for Telecalling team. Productivity, efficiency and Revenue Metrics cannot be measured and improved LOST OPPORTUNITY LOST OPPORTUNITY Penetration of Winback or Missed Follow-ups & Reminders Break-in Policies Follow-up notifications & reminders are not available for Targeted list for ‘Insurance Renewal’ Telecalling team on MS Excel based data Management. due based on Service & sales data CSAT & AQUISITION LOST OPPORTUNITY Lack of Segmented Offers & Promotions Leakages & Loss of Customer Data Targeted promotions and offers cannot Frequent attrition in Telecalling staff and subsequent be created & managed with a CRM app loss of data leading to revenue leakages 3 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved How AUTOSherpa creates value for dealers ? Digitize Communication, Reduce In-efficiencies and Drive Renewals and Penetration of Winback (Break-in) Tele-Calling Automation Field Executive Automation SMS, Email & Whatsapp Automation RoboCall Automation Download ‘Due for Renewal’ from OEM portal Real Time and in CRM without any changes Business Reports Auto allocation of data to CRE /Telecalling team 4 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Dealer Advantage Retention & Renewal 1 Drive Retention & Renewal 1st year retention and 2nd year onwards Renewal goals Improve penetration of Winback (Break-in) policies Topline Growth Segmented Offers / Reduce Inefficiencies 2 With ‘Click to Call’, telecalling team saves time by ~15-20% Personalized Whatsapp automation saves another 12 % of time for users Promotion Satisfied Customers 3 Segmented Offers for Winback (break-in) customers Special tags / priority setting for those to whom proposal was sent On-Time follow-up with customers Traceability of last customer interaction Seamless Messaging All round benefits 5 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Our solution - Unified CRM for automotive dealers Intuitive analytics on Multichannel Customer Interactions Communication (Call, SMS, WhatsApp) Refer Past Interactions & Billing History AI Powered Forecast Logics Upsell /Cross-sell Opportunities Upsell Insurance Renewal, Re- Mobile App for Finance, Car Exchange, New instant engagement Car, Extended Warranty, Road Side assistance, Spare Parts etc. 6 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved 2 Product Review © 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 SMS or Whatsapp Automatically Personalize your message for every customer Send Message on English, Hindi or any Regional language नमस्कार। आपकी मारुती कार DL05MY6565 की Insurance policy 12 **** May 2021 (१२- मई -२०२१ ) को Expire हो रही है | अपने WhatsApp Number पर Quotation मंगाने के लिए हमें लपछिी पालिसी का फोटो भेजे - नरे श त्यागी, शेरपा मोटसस - ९१४८९०६९१६ (9148906916) 9 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Automatic Allocation of Customer List Clear Dashboard Monitors to guide Telecalling team Activity based data Management 10 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Upload Documents - Policy Proposal, Invoice etc. Upload Invoice Copy, Customer Feedback, Policy Proposal or any other document for reference I. PDF II. PNG III. JPEG IV. EXCEL 11 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Call Recording Compliance 100% call recording on GSM gateway / SIP Trunk based telephony architecture 12 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved CRM is designed to work on Smartphone too Accessible on Mobile Enables WORK FROM HOME 13 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Application for ‘Insurance Field Team’ 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 Available for android phone only 14 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved 3 CRM Reports © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Reports – Home page 16 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved LIVE Report 17 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved LIVE Report …CONT 18 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved LIVE Report …CONT 19 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Hourly Report 20 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Data Summary - DP & Insurance Head Report 21 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Multiple Download Reports 22 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Data Download with Filters 23 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved 4 About Us © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Team has rich experience in service industry Chetan Khosla Mahidhar Sastry Vishwanath Mosale Sachin Manan Naveen Sharma Managing Director Director – Technology Director – Finance & Admin Business Lead - TransMon Business Lead - AUTOSherpa 25 years experience, 21 years experience, 25 years experience, 19 years experience 19 years experience BE from DCE, Six Sigma B.E. and Six Sigma Black B.E., PGD from IIM (Cal) B.Sc., Six Sigma Black Belt, Six Sigma Black belt Pioneer for LG, World’s only belt, Supply Chain, Quality Gold Certification from and Analytics expert. Worked with Tyco, SASMOS , Worked with Aegis, HCL BPO. Worked with Aegis, Country COPC for Accenture Citadel, John Fowler etc. Wide Financials, Accenture, Worked with Aegis, Polaris Software Labs Worked with LG, Aegis, QAI, Accenture, Amex, Timex Citadel, SASMOS, Zyme, Accenture, Wipro GE Med Sys, Tyco, etc. Founding team is together since inception ; Sep 2010 110+ Software Developers, Data Analysts & Support Executive Based out of Bangalore and Noida 25 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved Clients “We appreciate the design and workflow of CRM app. It helps us to analyse ICRE performance and take actions to improve based on Toyota standards” Mr. Venkatachal Sharma Business Head - After Sales “AUTOSherpa’s products, UI & support is excellent. Team’s domain knowledge & thought process behind the development of CAUVERY FORD auto-business tools is exceptional.” Mr. Ketan Somani SIREESH AUTO CEO, Somani Hyundai SAMTA HYUNDAI “With automated calling, your CRM has helped us to focus on customer retention. AKSHAYA FORD Monitoring CRE performance is now easy.” CRM Manager SOMANI HYUNDAI 26 © WyzMindz Solutions Pvt. Ltd. All Rights Reserved If you require any further information, please contact : hello@autosherpas.com +91 90360 77766 © WyzMindz solutions Private Limited. All rights are reserved. No part of this document may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission. For permission requests, please contact hello@autosherpas.com