CRM Solution for Insurance
CRM in Insurance
Our insurance CRM helps general & life insurance companies
enhance customer satisfaction. CRMnext boosts revenues by
streamlining processes, improving intermediary management and
providing actionable intelligence at front-ends on a single
- Insurance products are becoming more commoditized.
- Customers are being influenced by multiple channels to make
their buying decisions.
- Advertising efforts are being countered by comparison portals,
insurance advisors and corporate alignments.
- A large share of business is driven through intermediaries
where information challenges exist for effective management
without the implementation of CRM for insurance.
- Companies continue to face stiff revenue targets spread across
too many stakeholders.
- Stakeholders struggle to deal with too many processes, systems
- Effectively collaborate with network of agents and
intermediaries to get better visibility of sales processes, reduce
cycle times and prevent revenue leaks?
- How to provide valid, up-to-date intermediary-wise performance
data to help relationship managers drive revenues?
- How to influence corporate buying decisions, while working to
forward relationship width?
- How to ensure optimal service quality to customers &
intermediaries, across a multi-source eco-system?
- How to evolve a complete 360° view of customers along with
their policy holdings, risk profile, premium payments, claims
history, to judge true value of relationship?
- How to tap complete household/ account potential to offer
personalized products as per requirement and propensity, using
cross-sell/ up-sell techniques?
- How to provide proactive real-time insights into processes for
actions, with intelligent reports & dashboards?
- How to comply with ever changing insurance regulations?
Our insurance CRM with its advanced integration capabilities
streamlines processes, implements integrated practices and
consolidates data across various systems (underwriting, claims,
policy management, etc). It also consolidates partner &
customer profiles, manages referrals, new policy issuances,
servicing needs and campaign strategies.
To learn more about our Insurance CRM solution, or download the