Webinar: "360 Lead Management – The Future of Insurance Sales"

Decerto, a leading provider of IT solutions for the insurance industry, is hosting an exclusive webinar on effective lead management in insurance sales. The event will take place on April 15, 2025, at 11:00 AM EST.

What to Expect?

The webinar will be led by Maciej Wir-Konas, an experienced IT project manager with over 10 years in the industry. During the session, we will cover key topics, including:

1. Challenges in Lead Management for the Insurance Industry

• Integration issues between data sources and CRM systems
• Real-time data synchronization
• Optimizing sales and customer service processes

2. Case Study: Salesforce & Agent Portal (Warta, Talanx Group) Integration

• Project objectives – What were the key goals?
• Key implementation stages – Business analysis, UX design, system integration
• Benefits for agents – 360-degree customer view, better offer personalization, increased sales efficiency
• How Agile & Scrum methodologies facilitated a large-scale IT project implementation

3. The Impact of CRM on Sales and Customer Relationships

• How CRM helps agents refine their sales strategies
• Boosting cross-selling and customer loyalty through data-driven insights

4. Q&A and Summary

• Live Q&A session – Get answers to your questions
• Key takeaways – How to successfully implement similar solutions in your company

How to Join?

Participation in the webinar is free, but prior registration is required.

Register now on our website: www.gr-webinar.decerto.com

Decerto invites all industry professionals to join this insightful event and gain practical knowledge and skills essential for mastering lead management in insurance sales.