Lions Insurance Case Study

-216 74 1820Marketing
Why does Lions Insurance need the Marketing module of the ERP system? Systems are expensive, require training and take a time and professional guidance to implement. Make no mistake, a well-designed Marketing front office system, although expensive, will provide the capability to grow exponentially with less human resources and time. The growth will be solid growth that is sustainable by the ability to know your customers immediate needs, anticipate those needs through the use of historical statistics and projections and ultimately provide the solution to meet those needs. In addition management should verify that the AIS that looks best on paper is actually the best in practice: by test driving the software, contact
The Recruitment function has the ability to track and connect with potential employees. Managers can create profiles with the ability to sync with top level industry recruiters and colleges. A Diversity function is also available so that Lions Group Corporation can incorporate people with a variety of backgrounds and skill sets. The Selection function aides in finding the candidates that best fits Lions’ culture. The Goals Management function coincides with the Performance function as employees are empowered to set personal and professional goals that are evaluated and balanced by actual performance. The Promotion function offers clear guidance and criteria for
A sales module is the best way to effectively transform enquiries about your insurance into actual revenue. With Lion’s Insurance Company being so large and having customers in multiple countries in the world, it can seem a daunting task to handle all of the leads you get, and keep it organized enough to follow-up on those leads. Without being thorough and organized you could lose potential customers. That’s what makes adding the sales module to the ERP system you are implementing necessary. So you’ve got the marketing out of the way, and you have customers contacting you. The sales module is an efficient way to track the potential customers who contact your company through creating lists and providing information quickly to your sales representatives. It is the tool that will allow those leads to be followed up on in a timely manner. There is also quote processing included and the ability to add your price list for easy access. When a sales representative provides a quote it will upload the quote into the ERP