Customer and Prospect Management Specific to Insurance Sector
• Information Specific to retail customers
• Information specific to corporate customers
• Encodable customer segmentation criteria
• Customer profile
• Customer portfolio that may be divided for channels and
sales representatives
• Contact management
• Preferred prospects and customers
• Controlled data entry with warnings
• Ability to add other needed information to the software

Functions Specific to the Insurance Sector
• Customer information change approval system
• Information screening changes approval privileges on
user basis
• Customer information improvement (StraMar Improver)
• Repetition control system
• Customer history
• Follow-up of black lists from different sources
• Searching by different criteria such as name, surname,
telephone, electronic mail, credit card
• Tracking big customers, corporations and other
customer groups
• Follow-ups by customer representatives
• Customer scoring system with special formulas (StraMar
Scoring)
• Automatic transfer of contact information from other
sources

StraMar while transmitting announcements, requests and proposals
Many requests and announcements are made and offers are requested or sent with various methods by the customers, employees from different departments, channels of the company, and service providers to the employees of various departments. Communicating with them, StraMar may be used from any desired point. (Internet branch, web site, mobile devices, StraMar interface in the company) Using StraMar for communication instead of telephone and fax ensures speed, convenience, standardization, structural form, accuracy, monitorability and scalability.

StraMar in Workflow
An important part of workflow in a company is related to internal and external customers, channels or business partners. This shows the significance of workflow integrated with the customer in a CRM solution. With Stramar, a task or an activity can be assigned to different individuals or groups electronically. When these activities commence or are completed, informative messages are sent to relevant people manually or automatically. Workflow within the company and communication between the units accelerates. Information does not get lost and status of the tasks can be followed.

• Unlimited types of activities and work flows specific
to insurance sector organizations
• Customer, contact, channel visits
• Special activities arranged by your company,
such as visiting the customer having the rival
product on the expiry date, or arranging for
after sales visits.
• Activities such as application, approval,
cancellation, renewal, reinstatement, warning,
inspection, expression of opinions
• Call center inbound and outbound activities
• Requests to the distribution channels
• Electronic forms
• Documents connected with workflow
• Offers, sales

StraMar Contact Center for Communication with Internal and External Customers
With the StraMar Contact Center, activities, forms and offers may be monitored; and new ones may be formed quickly. A person using the StraMar Contact Center may monitor the followed-up or completed ones and the status of tasks assigned by others or appointed to himself/herself based on customer and date. All monitoring operations are made within the given authorizations to the users. The customers and channels receive quicker and more productive service; sales can be made on the phone and campaigns can be organized.

Facilitates your strategic planning
• Enables you to promote all sorts of products and
follow up all details from the application process
to the approval process.
• Allows to implement different marketing strategies
• Facilitates customization of your marketing mixes
according to customer segments
• Ensures that you follow up the special processes
of your products that are designed for your personal
and corporate customers
• Ensures you that your plans shall be implemented
by all departments according to your specifications
• Enables you to define and determine the privileges
of sales representatives, teams and channels.

Helps you to implement your strategies quickly, accurately and in a standard manner
• Ensures that your sales processes are quick, correct
and standard in all channels
• Enables you to make cross-sales
• Offers task-based diaries to your sales
representatives, managers and company personnel
• Ensures that you create a corporate memory, and
implements all sorts of activities from customer
visits to surveys

Ensures that you monitor the process and assess the results
• Enables your managers to monitor their teams
• Enables you to make reports and analysis based
on your customer, customer group and customer
representatives
• Ensures that you get process reports based on
sales representatives, teams and channels

Facilitates Strategy Changes
• When changing your products, pricing policy,
discount terms and information you wish to follow,
the adaptation process does not require
re-encoding of the software.
• Allows to follow up organizational changes,
personnel movements historically
• Allows you to load your changes to the system in
advance. It ensures that your changes are put
into operation at the correct time.

B2B and B2C in the same environment
• B2B and B2C Internet sites can be
administered by one StraMar environment.
• Insurance products and other products may
be integrated
• While supporting hundreds of organizations
B2B and B2C structures may be integrated
with mobile devices.

Multiple suppliers and their products
• It gives brokers and agents the advantage
of working with more than one insurance
company.
• It gives advantages to brokers and agents
working with more than one company and
to organizations selling and servicing
products. The same system may
simultaneously look after the needs of both
the company supplying the product and
the company selling or servicing the product.
• Product suppliers may manage their product
mixes by StraMar Designer.

Synergy among group companies and different groups
• Cross selling opportunities may be created
• Customer information will be standardized.

Campaign Management with StraMar
You can follow up your campaigns on a product and personal basis and arrange campaigns. Thanks to the campaign pools working together with contact and customer information, you can create lists for e-mail, telephone, SMS and fax, and arrange campaigns. You can monitor your submitted offer and perform campaign analysis.

Monitor Team Performance
You can follow up the achievement rates, offer and sales of your sales representatives & teams. You can conduct performance analysis with given targets based on product, product groups and product families. You can also get sales and target assessment reports. You can follow up the customer groups and the targets of customer representatives responsible for these groups.

Create a data warehouse
With the establishment of your central customer information system, you can create a data warehouse that will work integrated with your other systems and analyze customer profitability, product, branch and other channel effectiveness. You can see in which customer segments you are profitable, and plan your strategies with correct data.

BTIKernel.Net Architecture developed for corporate software
The BTIKernel.Net architecture that SFS uses in all its products gives an advantage to insurance sector organizations:
• Fast and secure software architecture
• Ability to implement rules specific to organizations without
requiring any change in software
• Operation in different languages at the same time
• Ability to operate in different databases
• Easier, faster, more economic maintenance processes
• Flexible, parametric address processor, printing and report
processor
• Management and security procedures aimed at the system
requirements of middle and large-sized organizations
• Process, product, field and activity privileges on user and user
groups basis, user-specific menus
• Component Checker checks the accuracy of system parts

and other functions reflecting SFS knowhow.

Integration with other organizations
Other organizations may integrate with the organizations in the insurance sector with StraMar Insurance. With different software systems, the company may communicate in XML standards. With transfer engines in StraMar Insurance, information may be taken from different databases and transferred to different databases.

Full integration with the other sectors can easily be made by the use of StraMar’s alternative vertical products (StraMar Bank, StraMar Automotive, StraMar Telecom, StraMar Leasing, StraMar Factoring, StraMar E-Store etc.)

Integration with Other Technologies