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
Did you like the webinar topic?
Get in touch with us to discuss how we can implement it in your company.
Contact usBy registering you agree to with our Privacy Policy.
