CRM Solution for the Insurance Industry
The insurance industry is one of the most sensitive sectors to changes in customer communications. In this industry, the customer determines and directs the organizational and behavioral policies of an insurance company. Therefore, monitoring and controlling customer communications becomes a critical necessity for an insurance service provider. The Customer Relationship Management (CRM) solution for insurance companies is designed and developed with the aim of creating the highest customer loyalty to the insurer. This solution manages the entire marketing, sales, and service lifecycle across all insurance lines and addresses all customer requests within an insurance organization, making a valuable step toward increasing the customer lifetime value of the organization.
Key Features of This Solution:
- Management of each insurance line according to the current sales process
- Issuance and registration of various insurance policies
- Management of all customer requests and interactions
- Integration of various customer communication channels
- Registration of all customer claims, receipts, and payments
- Display of the customer's insurance policy list by insurance line in the customer profile
- Monitoring and controlling all activities performed by different experts on a case
- Implementation of a comprehensive customer portal integrated with the organization's CRM system
- Implementation of various portals for insurance branches, agencies, brokers, etc.
- Integration with the organization's core insurance system
- Custom mobile app design for providing services to insurance customers
- Implementation of other organization-specific processes
- Utilization of various real-time and dynamic reports, charts, and dashboards