eCRMagic

In this cut-throat competition, it is a big challenge to make a place for yourself and even more tougher to have an identity that is unique to its own. In such a situation, it gets harder to retain the existing customers and expand the opportunities of doing more business with them. Needless to say, retaining customers is a bigger challenge than acquiring new ones. Hence, keeping them contented with your services is of paramount importance. And with the mounting competition, CUSTOMER LOYALTY gets more critical. If the customer is loyal to you, he will never do business with anyone else but you.

But how do you ensure the loyalty of your customers?

The answer lies in effective Customer Relationship Management.

What is Customer Relationship Management?
Customer Relationship Management or CRM as it is popularly known, is all about keeping your customers delighted by innovative interactions. It is about personalizing the services to his needs and making him feel the most important person. And the result is truly amazing: A delighted customer always comes back to you with more business A delighted customer refers many more customers to you

What is the big deal about CRM?
CUSTOMER IS GOD-it is what we all believe and hence we must realize that they always need your best attention. When the business was small you personally looked after all of them. But as it grew, the virtual distance between you and your customers began to grow too. The PERSONAL TOUCH that was very visible in early days is now diminishing. That warm and friendly relation is now getting transformed into a professional one. Keeping your customers delighted, which was a simple task when you had handful of them, is now becoming a big challenge when the base has become bigger.

Introducing eCRMagic – your solution to keep your customers delighted at all times
eCRMagic is a web based CRM solution brought to you by Datacomp, who has been innovating technological solutions for all your insurance needs for more than 20 years. The objective of eCRMagic is as follows

• To enhance your professional image and to keep you on top of the competition
• To help you be in touch with each of your customer throughout the year and that too with your negligible involvement
• To create or enhance insurance awareness amongst your customer base
• To create business opportunities and thus increase your bottom-lines
• To enable 24 x 7 availability of your services to your customers
• And above all, to keep your customers smiling. A smile that can translate into millions

Frontend power of eCRMagic

• Insurance Portal Style Website
• Profile Yourself
• Exhaustive Information
• Customer Portfolio
• Online Counselling
• Calculators
• Newsletter
• Online Payment
• Useful Forms
• e-Greetings

Insurance Portal Style Website
Your own comprehensive insurance portal style website designed, hosted and maintained by Datacomp. TOP

Profile Yourself
There is no better place than your own website to profile yourself. Information and pictures of yourself, your achievements, your service infrastructure, your staff, etc. can be put up on your website. The Testimonials section can showcase what your customers say about you. The Contact Us section provides your contact details to your site visitors and also gives them opportunity to submit their feedback to you.
TOP

Exhaustive Information
Your website will enlighten your customers with a wealth of information about Life, Non-Life Insurance, Mutual Funds and other investments. The information is categorized as Product details of all insurance companies represented by you

• Daily industry news
• Thought provoking articles
• FAQs
• NRI Centre
• Mutual Fund and LIC ULIP NAVs
• Learning Centre
• Tax Info
• LICHFL Info . . . and many more

Customer Portfolio
Your customers will be delighted to see their insurance and investment portfolio online on your website. Through a secured login they can access their Life Insurance Portfolio.
They can view and print their Insurance Chart, Premium Calendar, Cash Flow Chart and even their Policy Status just at the click of a button

Mutual Fund Portfolio
Yes, your customers can also view their Mutual Fund portfolio online on your site. And not just static data, but the up-to-date portfolio valuation, as your site has been empowered with latest NAVs directly from AMFI’s website. They can also create or edit their portfolio online. All MF transactions such as Purchase, SIP, Redemption, SWP, Dividend and Bonus are supported. The customer can view his individual or entire family’s consolidated portfolio in Summary and Gain / Loss formats.
TOP

Online Counselling
Your customers can analyze their insurance needs online on your website.Three user-friendly tools are provided for insurance need analysis

• Optimum Insurance Analysis
• Comprehensive Insurance Counsellor
• Wealth Potential Analysis

Calculators A handy section with useful insurance and financial calculators are available for calculating:

• Insurance Premiums
• Risk Cover
• Policy Revival Interest
• Loan Available
• Discounted Value
• EMI
• Present Value
• Future Value
• Income Tax

Newsletter
Well, with the eCRMagic powered website you can also become a magazine publisher. Datacomp collates all the important information on insurance and personal finance and publishes your own attractive Newsletter every month for your customers. TOP

Online Payment
Through ‘Online Payment’ feature, your policyholders can make their insurance premium payments from the comfort of their desktop. With just a few mouse clicks, consider the insurance payments done and forget the tedious visits to the payment counters.
TOP

Useful Forms
A host of downloadable forms are provided on your site for the convenience of your customers. They have access to not only insurance related forms but also other useful forms such as Tax Return (Saral), Mutual Fund Application, PPF Challan, etc.
TOP

e-Greetings
Your customers can express their fervent wishes to their family and friends by sending an e-Greeting to cheer them up on their birthday, anniversary, festivals or any such occasion. An exhaustive library of greetings for all occasions is provided and updated on your website from time to time.

Backend

While the frontend of your eCRMagic powered website showcases number of attractive features which will bring your customers repeatedly to your site, the backend of your website is even more powerful. It does a lot of hard work for you to ensure that your customer’s needs are well taken care of. Here are some of the many features of the eCRMagic Backend.

• Site Content Configuration System
• Policy Intimations
• Greetings Service
• Newsletter
• Auto-Pilot

Site Content Configuration System
The exhaustive content that is presented on your website is developed by a team of professional content writers in Datacomp. For your information, Datacomp developed insurance content is also used by MSN, Yahoo and Sify. However, you may or may not need some content on your website. For e.g. if you are not representing any non-life insurance company then you may not be interested In posting information on this domain on your website.
The Site Content Configuration System enables you to select the content that you want on your website. It also allows you to incorporate your own content in addition or in lieu of content provided by Datacomp. For e.g. you may want to post an article sourced by you on your website or you may want to have product details of a particular L.I.C. plan in your own style. Additionally, this feature also enables you to set up advertisement banners on several pages of your website to create a business opportunity and promote cross selling of products.
TOP

Policy Intimations
Intimations related to various policy related events such as Premiums Due, Premiums Outstanding, S.B. Due, Maturities, etc. are automatically e-mailed or sent by SMS to your customers.
These are sent on a daily basis (close to the due date) or on a monthly basis as per your preference. A one-time setting is all you need to do and leave the rest to happen on its own.
TOP

Greetings Service
Leave it to eCRMagic to take care of sending greeting messages to your customers on your behalf. On a daily basis it will analyze your data and send attractive birthday, wedding anniversary and festival greetings to your esteemed customers. A special feature of the greeting service is that it can be personalized based on the customer profile. For e.g. if the birthday greeting is going to a male child, a SPIDERMAN greeting with a funny message will be sent. If it is a female child then may be a BARBIE greeting will be chosen and if it is to an elderly person, a greeting with a picture of bouquet of flowers and a sober message will be sent out. Just visualize the client’s reaction when he receives such a personalized greeting from you.
TOP

Newsletter
You can use this feature to create your own newsletter or select the newsletter designed by Datacomp. Your customers may not visit your website regularly to seek information. You can push the information to your customers by scheduling the despatch of the newsletter to him by e-mail. On your specified date, every month the newsletter will be e-mailed to all your customers. This will ensure better viewership of your website content.
TOP

Auto-Pilot
As one of the top performing insurance professionals, your time is often not your own. Moving from one meeting to another, the time you might need to spend on your website is limited or sometimes impossible. The Auto Pilot service of Datacomp takes over your job of taking care of your website. With your consent to manage your CRM activities through eCRMagic, skilled Datacomp staff will perform the following tasks on your behalf

• Updating of new articles and removing outdated ones from your website
• Updating Product Details and FAQs
• Reviewing of Banners on web pages and updating them from time to time
• Designing and sending out Custom Intimations to generate inquiries for you
• Run marketing campaigns by SMS

Online Services

Your customers will be delighted to see their insurance and mutual fund portfolio online on your web portal. Through a secured login they can access their portfolio which can be updated on a daily basis
TOP

Life Insurance Portfolio
Your customers can now view and print their Insurance Chart, Premium Calendar, Cash Flow Chart and even their Policy Status just at the click of a button. They can check the surrender value, loan available and other insurance facts online without having to consult you at any given time. What’s more, you can also flash banners of all attractive products that you may intend to sell and get luckier with increasing product sales.
TOP

Mutual Fund Portfolio Yes, your customers can also view their Mutual Fund portfolio online on web portal. And not just static data, but the up-to-date portfolio valuation, as your site has been empowered with latest NAVs directly from AMFI. They can also create or edit their portfolio online. All MF transactions such as Purchase, SIP, Redemption, SWP, Dividend and Bonus are supported.

The customer can view:

• Consolidated portfolio (Individual / Family)
• Profit / Loss Reports (Individual / Family)
• Transaction summary (Individual / Family)

Online Payment (LIC of India)
Through ‘Online Payment’ feature, your policyholders can make their insurance premium payments from the comfort of their desktop. With just a few mouse clicks, consider the insurance payments done and forget the tedious visits to the payment counters. Please note that your customers would be directed to third party payment websites for payment processing and the payments are directly presented to LIC of India.
TOP

Policy Capture
While servicing a customer, your intent is to be his preferred advisor. To improve your brand identity and recall you may intend to service all policies that your customer may have bought from other advisors. We have this module just to facilitate this. Your customer or prospect can just fill up the policy form on your web portal. You can then get the required policy data from LIC and leave your servicing needs to the backend module of your eCRMagic portal
TOP