What we do Our customers Insights Events Careers About us EN Request demo BLOG & WEBINAR RECORD Policyholders are changing the future of claims Read more Connect marketing, sales, customer service, and digital insurer effectively Track customer activities at all touch points with a 360° customer view Manage, control, and measure KPIs for sales, marketing, and customer service Cost management control - reduce operational costs and optimise resources Customer retention control – keep your customers happy Tailor-made data models and processes designed for Insurance companies Microsoft Security services from a cloud you can trust Mobile solution allows you to work from anywhere - anytime Applicable to different business models (on premises, cloud, hosting) Explore Capabilities BE-terna Insurance CRM End-to-end Insurance cloud CRM solution for sales, marketing and customer care activities. TAKE ONLY WHAT YOU NEED Modular solution 360° CUSTOMER VIEW CUSTOMER SERVICE SALES MARKETING COMMUNICATION GDPR INTEGRATE AND SCALE 360° Customer view A complete customer overview streamlined from different data sources into one digital profile helps your sales, marketing, and customer service departments to get to know your customers better, and provide a personalised approach in every interaction. All customer data in one place: Up to date data available in one place, ranging from personal information, visually presented contact preferences, KPIs, and product portfolio, to purchase behaviour, history of marketing activities, communication, requests, consents, or any other complex data structures from internal or external data sources (ERP, Webpages, social networks). Covers any type of customer profile: Complete support for B2C and B2B customers, in a dedicated Customer 360° view, helps you have a clear and comprehensive overview of any selected customer level. Signal notifications engine: A central overview of real-time visual alerts to inform insurance agents about customer productivity, churn scores, customer data updates, and other events, based on which the most appropriate action can be taken. The configurable engine enables flexibility in implementing a wide range of different signal notifications that meet the business needs of the Insurance organisation. Business insights: Placing real-time visual business insights in the Customer 360º View ensures that Insurance agents are always aware and up-to-date with key customer figures such as the number of policies, total policies premium, the total number of claims, and total paid claim amount. Customer data validation: Keep your customer database clean by maintaining valid and acceptable formats of emails, phone numbers, personal numbers, registration numbers, and date fields. Fraud detection: Promptly identify fraudulent customers based on external blacklists, and take corrective measures through a guided customer verification process. JOIN TO THE BEST Why BE-terna Insurance CRM The biggest Insurance CRM team in Europe: The BE-terna CRM department operates with the highest number of team members for insurance solutions in Europe, which is why we are able to ensure truly responsive and reliable service. 100% specialised in the insurance industry: No need to accept compromises, we understand every aspect of your insurance business Market-specific solutions: We are able to comply with local legal requirements Always close to you: Our international team is experienced in working with the insurance industry all around the globe (85+ countries). Cloud-based: We are the leading European insurance CRM cloud-base provider, however we do also provide on-demand deployment. Global portfolio: Our customers include numerous global corporations and innovative midsized insurance companies, who strive to gain competitive advantages by using the BE-terna Insurance CRM solution Top 1% Microsoft Partner worldwide: BE-terna ranks among the top performing and most innovative Microsoft partners globally. Talk to us Trusted by Insurance CRM in action BLOG FINANCIAL SERVICES, DISTRIBUTION, SERVICES, TRADE 10 things to consider before purchasing a CRM CRM software is currently one of the fastest-growing types of business software. Being customer-centric is the new way to run your business and CRM tool will play the most crucial part in that. However, with so many solutions on the market, deciding which one is the best CRM for you can be difficult. Read more BLOG FINANCIAL SERVICES, SERVICES Are insurance companies ready for the new normal of today and tomorrow? Read more BLOG FINANCIAL SERVICES, SERVICES What can I help you with today? Read more Insights We offer results Start your digital transformation journey today and discover what’s possible for your business tomorrow. Contact us GET TO KNOW US About us Our customers Company News Insights HOW CAN WE HELP Find the nearest office Talk to an expert Work for BE-terna Service Center DACH PARTNERS Microsoft Infor Qlik Cornerstone Legal Imprint