2 0 0 5 E - F U S I O N A W A R D R E C I P I E N T
Customer Management
Securian Financial Group
Pat Kulzer, Heidi Christopherson, Mary Anne Smith and Bill Kavanaugh
The A.M. Best Co. presented Securian Financial Group with the E-Fusion Award in the Customer Management category at the 2005 A.M. Best Co. Insurance and Technology Conference in Philadelphia Oct. 18. The award recognizes innovation in insurance technology.
Securian Financial Group's ClientConnect is a full-service contact management system for the Securian Financial Network distribution channel. The base system includes contact management, seminar tracking, opportunity management, call tracking and client reporting.The system also supports full tracking of life insurance, disability income, long-term care, medical, homeowner, and umbrella policies. The system's goals include acting on cross-selling opportunities; establishing and tracking marketing campaigns; organizing and running seminars; and providing consolidated client holding reports. Launched early in 2004, ClientConnect has proven successful in three ways: retention and recruitment, product-line sales results, and site usage.
