Personalise your customer relations and your advisory service with Maxo, the solution for mutual and insurance companies
In the highly competitive field of insurance, the quality of customer relations and perceived value are key to standing out from the crowd. Our CRM platform for insurance is tailored to the needs of mutual and insurance professionals so you can make managing your current and prospective customers easier, more agile and more proactive.
Join over 13,500 clients already using efficy's platform to accelerate their growth:
Speed up your insurance sales
Our CRM platform for insurance is aimed at everyone involved in selling, managing and communicating with your policyholders and members. Whether you offer generalist, specialist or customised services or sell via a network, directly or as a broker, Maxo makes it easier to manage your day-to-day interactions. By digitising your business processes, you can reduce administrative, repetitive and time-consuming tasks and allocate your resources to high value-added tasks.
Maxo empowers your sales teams with access to reliable, accurate and up-to-date information thanks to more efficient management of your prospect and customer data. Centralise key information such as contacts, business, contracts, requests and communications and make the customer journey easy and comfortable, so customers can sign up super fast. Data logging means all agents can share data collaboratively for a smoother customer experience, personalised advice and effective assistance.
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"All our contracts, claims and policy holder documents are in efficy CRM. It is very easy to find information"
What does a CRM platform for mutual and insurance professionals look like?
Customers are increasingly volatile due to changing regulations and increased competitive pressure. They're also more digital and use multiple channels in their daily lives. Because insurance products are relatively comparable across the market, the difference lies in the customer experience. Insurers and mutual insurance companies must absolutely strengthen the quality of customer relations and increase perceived value in order to win and keep the loyalty of their current customers.
Customer Relationship Management (CRM) software empowers mutual and insurance professionals to centralise the management of their customer relationships, have a 360-degree view of data on all insured persons, drive commercial relations and increase customer loyalty. A CRM platform for insurance like Maxo also helps insurers manage their compliance with the Insurance Distribution Directive (IDD), politically exposed persons, asset freezes and supplementary social protection easily and right away.
Put your advice and offer at the centre of your customer relations
Maxo lets insurers focus their customer relations on meeting needs so they can concentrate on the offer best suited to each prospect and capitalise on their advisory role. Agents use the CRM's data analysis to tailor their support to assist with online underwriting, recommendations for additional services, personalised risk cover and more.
A CRM for insurance allows the insurer or mutual insurer to identify the moment when the human element should take over the digital element to get the prospect to sign.
Increase customer loyalty
Since the Hamon Law came into force in January 2015 (also known as the "Consumer Law") and the introduction of the 3-click cancellation in 2023, cancelling one's insurance policy has become a simple matter. That's why it's important to get organised and build customer loyalty.
CRM for insurance makes it easier for your customer service advisers to handle customer enquiries, from the simplest to the most complex. This helps turn every experience into a positive memory for customers. To do this, offer them the kind of quality service that lives up to their expectations.
Our CRM makes it possible to handle all omnichannel requests. The advisor receives guidance at every stage of the customer support process by implementing business processes, ensuring that each case is handled correctly. Maxo lets you integrate all contact channels (phone, e-mail, website, SMS and more) for a 360-degree customer view.
Marketing teams have all the data they need to get a better understanding of customer expectations. That lets you target your customers and design more tailored offers while also optimising the conversion and coverage rates.
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"The results of our campaigns have been more than satisfactory, it is obvious that without CRM we could never have reached such amounts."
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"We therefore needed a simple, easy-to-use, flexible tool that would allow us to have different approaches. Our objective: to develop our reputation and to structure the sales department in order to quickly consolidate our sales."