Insurance
Featured Customers:
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With rising channel costs and increasing risk of policy holder and plan member defection, leading insurers are turning to Merced Systems Sales Performance Management and Service Performance Management solutions to manage costs and promote customer loyalty. In today’s competitive market, insurance providers’ ability to differentiate plans and coverage offerings in the market as well as align producers and internal staff to generate and retain business is challenging. By implementing Sales Performance Management and Service Performance Management, insurers can increase sales channel mindshare and satisfaction while reducing cost per transaction. Through leveraging analytics, aligning individual goals with operational strategy and streamlining staff coaching and performance processes enterprise-wide, insurance providers can:
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Additional Case Studies
Fortune 150 Insurance Provider - Property and Casualty Division
This Fortune 150 Insurance Provider selected the Merced Performance Suite to:
- Increase access to critical performance information at all levels of the operation from agent to executive
- Standardize agent recognition
- Track agent corrective action plans
- Automate reporting activities to increase the availability and access of data
In addition to distributing personalized data throughout the operation, this insurance provider is using Merced Performance Suite's integrated workflow to identify and track star performers and teams. This capability allows the operation to reinforce key agent behaviors to increase operational productivity and employee satisfaction.





