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Ameritas Direct
Ameritas has integrated Interactive Intelligence with Pivotal CRM to automatically track all customer interactions and aid in the overall management of its customer interaction center.
Customer Snapshot
Houston, TX-based Ameritas Direct is the direct service link between Ameritas Life Insurance Corp. and self-directed buyers. Its experienced insurance professionals provide guidance to insurance and annuity buyers throughout the United States.
Challenges
- Improve customer service
- Increase customer retention
- Increase sales force effectiveness
- Leverage business intelligence
Results
- Decreased time spent on administrative tasks
- Enabled efficient report generation
- Enabled mass customized mailings
- Enabled tracking of customer interactions
- Increased accuracy of customer information
- Increased sales effectiveness
- Reduced time spent generating reports by 60%