360 Lead Management – The Future of Insurance Sales

Speaker: Maciej Wir-Konas – IT Project Manager with 10+ years of experience in large-scale insurance technology projects.

Agenda:

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 & Warta Integration

• Project objectives – Key business goals
• Implementation stages – Business analysis, UX design, system integration
• Benefits for agents – 360° customer view, personalized offers, higher sales efficiency
• Agile & Scrum – How methodologies supported successful project delivery

3. The Impact of CRM on Sales and Customer Relationships

• Refining sales strategies with CRM
• Cross-selling opportunities and customer loyalty through data-driven insights

4. Q&A and Summary

• Live Q&A – Answers to participant questions
• Key takeaways – How to replicate success in your own organization

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