Valgen insurance solutions overview

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The document describes Valgen's Insurance Suite, which is a platform that provides data, analytics, and applications to support insurance agents and carriers. The suite aims to maximize agent productivity and provide transparency to carriers. It delivers leads and opportunities to agents through Salesforce tools. The suite also provides account details, campaign management tools, and market data visualizations to help agents prospect for new customers and renew policies more effectively. The proposed next steps are to review the solution with stakeholders, define the scope and timeline, and implement a pilot with select agents.

Datos y análisis

Valgen Inc © 2009-2014 All Rights Reserved
The Valgen Insurance Suite
for Sales and Marketing
Data, Analytics and Applications
Use Case:
Carrier sponsored Salesforce.com app for Agents
December 2014

Valgen Inc © 2009-2014 All Rights Reserved
Critical needs for Insurance today
2
• Achieve accuracy and timeliness; acquire, value-add and synthesize
hard to access data sources
Data
• Define segmentation; determine and prioritize investments to grow
customer value
Analytics
• Improve technology adoption through usability and seamless user
experience
Applications

Valgen Inc © 2009-2014 All Rights Reserved
Solution: The Valgen Insurance Suite
• One robust platform to deliver tailored Data, Analytics and Applications
• Supports agents (to increase customer value) and carriers (to improve
agent productivity)
3

Valgen Inc © 2009-2014 All Rights Reserved
The suite maximizes agent productivity,
provides transparency to carrier
4
Data
Analytics
Apps
+ Productivity Features

Valgen Inc © 2009-2014 All Rights Reserved
Leads and Opportunities delivered to agents
5
 Opportunities from Carrier
 Leads supplemented by Valgen
 Scored/Prioritized by Value
 Pre-defined assignment rules
 Real-time delivery to agents
 Salesforce tools to manage pipeline

Valgen Inc © 2009-2014 All Rights Reserved
Carrier’s accounts receive priority with agent
6
Rich Account Detail Segment Guidance
Campaign ManagementVisualization

Valgen Inc © 2009-2014 All Rights Reserved
7
Tools for more effective new prospecting

Valgen Inc © 2009-2014 All Rights Reserved
Proactive touch for policy renewals
8

Valgen Inc © 2009-2014 All Rights Reserved
Salesforce Data Visualization
Customer

Valgen Inc © 2009-2014 All Rights Reserved
Market data for penetration, potential
10

Valgen Inc © 2009-2014 All Rights Reserved
Proposed Next Steps
• Review with stakeholders, define scope and timeline
• Gather requirements, initiate deployment
• Implement pilot for select agents, customize
11

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Valgen insurance solutions overview

1. Valgen Inc © 2009-2014 All Rights Reserved The Valgen Insurance Suite for Sales and Marketing Data, Analytics and Applications Use Case: Carrier sponsored Salesforce.com app for Agents December 2014

2. Valgen Inc © 2009-2014 All Rights Reserved Critical needs for Insurance today 2 • Achieve accuracy and timeliness; acquire, value-add and synthesize hard to access data sources Data • Define segmentation; determine and prioritize investments to grow customer value Analytics • Improve technology adoption through usability and seamless user experience Applications

3. Valgen Inc © 2009-2014 All Rights Reserved Solution: The Valgen Insurance Suite • One robust platform to deliver tailored Data, Analytics and Applications • Supports agents (to increase customer value) and carriers (to improve agent productivity) 3

5. Valgen Inc © 2009-2014 All Rights Reserved Leads and Opportunities delivered to agents 5  Opportunities from Carrier  Leads supplemented by Valgen  Scored/Prioritized by Value  Pre-defined assignment rules  Real-time delivery to agents  Salesforce tools to manage pipeline

11. Valgen Inc © 2009-2014 All Rights Reserved Proposed Next Steps • Review with stakeholders, define scope and timeline • Gather requirements, initiate deployment • Implement pilot for select agents, customize 11

Valgen insurance solutions overview

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