us life insurer goes for Point crm solution

MyCustomer.com
Share this content

Allianz Life Insurance Company of North America, one of the country's top 50 life insurers, is the latest organization to implement Point Information Systems’ solution, TeamPoint 4i. TeamPoint 4i is the first to use thin client and web technology to integrate multiple routes to market and multiple channels of customer contact.

The Minneapolis-based insurer has implemented the system throughout its sales organization, which consists of home office personnel and internal and external wholesalers.

“Allianz Life is developing stronger relationships with the many registered representatives who sell our products,” said Christopher Pinkerton, Allianz Life's vice president. “The TeamPoint system allows us to strengthen our relationships through the sophisticated monitoring of every interaction with the representatives.”

At the heart of the Allianz Life system is MobilePoint, which gives remote and mobile workers the same access to customer information as their office-based colleagues. The TeamPoint 4i platform will allow Allianz Life to extend its customer system to palm devices in the field. There are also plans to utilize WebPoint 4i to give access to partners through the partner channel facility.

Allianz Life chose Point for the strength of its mobile product, its scalability, its functionality out of the box and its support for industry-standard synchronization. The company's track record with other Allianz Group CRM applications in Germany, Argentina, and France also played a part.

“Point is particularly strong in the insurance sector and this latest implementation underscores that fact,” said Point's VP of North American Operations Rafael Gomez. “Our support for multiple routes to market and multiple channels of customer communication are precisely what today’s financial organizations need to help them maintain a competitive edge.”

At Allianz Life, MobilePoint handles line-of-business applications – including financial reporting, expense control and compensation tracking – by forming a front end on to the mainframe systems. It also integrates with Lotus Notes for the sending of e-mail messages.

TeamPoint is based on an open architecture and data model. This allows users to plug in third-party applications, so protecting existing infrastructure investments and extending benefits to all customer-facing employees.  Used in 18 languages across 35 countries it is used by organizations including Agilent Technologies, Allianz Group AG, Carrefour, Commonwealth Bank of Australia, Deutsche Bank, Liberty Mutual Insurance Company, Mobile One, New T&T Hong Kong, Newton Fund Managers, Overseas Union Bank, Singapore Telecom and Virgin Mobile. Point has offices in North America, Europe, and the Asia Pacific region.

Replies

Please login or register to join the discussion.

There are currently no replies, be the first to post a reply.