My Planner tool for UW Partners to identify qualified customers
When looking to identify potential new customers who are the most qualified to be open to the savings and other benefits offered by UW, the company has its Partners covered with their ‘My Planner’ CRM tool. My Planner is an online CRM tool that can be fully tailored to each UW Partners individual needs. It can analyse a prospect list to identify which potential new customers are most likely to earn full QUIP (quick income plan) payments and does this with a newly developed ‘recommended feature’.
To be effective at making qualified customer recommendations, My Planer requires a little up-front effort to input key information such as address, first name and last name. My Planner can then cross reference data lists to identify home ownership and other key factors that best qualify new UW customers. The more information that is entered into My Planner, the more relevant its recommendations will be.
With this tool, Partners have an opportunity to target their customer gathering activity to earn up-front QUIP and CGB payments of up to £370 per qualifying customer.
My Planner is another good example of the efforts UW make to ensure that their Partners are fully supported and equipped to gather quality customers. UW has always been at the forefront of technological advances that improve the efficiency and profitability of their Partners, whilst also benefiting the company’s customers.