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crm for insurance at kbc - futurea project

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FuturA CRM- 4 -Insurance Agent Jo Vanackere – Enterprise Architect The story of Martin Fowler, an old man, Louis Neefs and an onion

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crm for all KBC agents, based on MS CRM 2013.

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Page 1: CRM for Insurance at KBC - FutureA project

FuturACRM-4-Insurance Agent

Jo Vanackere – Enterprise Architect

The story of Martin Fowler, an old man, Louis Neefs and an onion

Page 2: CRM for Insurance at KBC - FutureA project

bank-insurance

5 home markets

Belgium

Czech Republic (since 1999)

Slovakia (since 1999)

Hungary (since 1997)

Bulgaria (since 2007)

Local responsiveness

3 main customer segments

Private

SME

Mid-cap

Sustainable relationships

Page 3: CRM for Insurance at KBC - FutureA project
Page 4: CRM for Insurance at KBC - FutureA project

1001

applications,

XL’s, forms, …

Diversity &

Lack of

integration

Poor data

quality

Im-mobileDocument

mess

No operational

nor commercial

support

Page 5: CRM for Insurance at KBC - FutureA project
Page 6: CRM for Insurance at KBC - FutureA project

Marketing

Order &

Contract

Mgt

Contact &

Task Mgt

Single

View

Morning Day Evening

Team Operations

Individual Sales

Dashboard

Customer

journey

Commercial

approach

Product

process

Page 7: CRM for Insurance at KBC - FutureA project
Page 8: CRM for Insurance at KBC - FutureA project
Page 9: CRM for Insurance at KBC - FutureA project

Client info

Contract

info

Operational

tasks

Transactions

Commercial

info

Commercial

activities

Customer

centric

Data portal Action portal

User

Experience

Mobile

Seamless

integration

with

personal

productivity

tools

Omni

channel

Page 10: CRM for Insurance at KBC - FutureA project
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http://martinfowler.com/bliki/StranglerApplication.html

Page 16: CRM for Insurance at KBC - FutureA project
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Page 18: CRM for Insurance at KBC - FutureA project
Page 19: CRM for Insurance at KBC - FutureA project

Data architecture in

a heterogeneous

landscape

Integration

architecture in a

heterogeneous

landscape

Security architecture

a heterogeneous

landscape

Scalability &

Performance a

heterogeneous

landscape with data³

Agile@Enterprise

Scale


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