A robust Customer Relationship Management (CRM) system is essential to take care of the varied requirements of a complex product such as insurance. These include regulatory compliance, customer engagement, renewal tracking, and a host of other areas. With a good CRM application, you can not only improve administrative capabilities of your broking, marketing and distribution channels, you can also drive an incremental lift in the Average Ticket Size (ATS) in new policy issuance and renewal plans.
The CRM application is configurable to your specific needs. So you can customize fields, reports, communication frequency, etc., based on your specific requirements.
The application is intuitive, user friendly and easy to navigate.
Since your CRM application stores your customers’ mobile numbers and email IDs, you can use this database to send out targeted SMS and Email campaigns on a variety of topics.
The application lets you create custom formats to print variety of marketing and administrative collateral including policy documents, cover notes, debit and credit notes, receipts, etc.
Facilitate on-time renewal and lower instances of policy lapsation with our state-of-the-art renewal management system. Send renewal reminders and notifications to policyholders via email and SMS.
Manage your day efficiently by knowing your daily appointments and prioritizing accordingly. Get your appointments and policy renewal due list into your inbox via an email.
Adhere to regulatory reporting standards and formats by customizing your reports as required by your regulator
We offer efficient and round the clock support to address your questions and resolve any issues in a hassle-free manner.
Our comprehensive quote management system helps you track policy quotes cited to different clients. This way, you can track the quote and closure end-to-end right from quote generation through to policy issuance.
Our CRM system provides end-to-end management of life and general insurance policies. These include: Policy Status Tracking, Dispatch Management, Document Management, Premium Management and Aging Analysis, Claims Management.
Our CRM application assists with managing motor stickers and cover notes.