C CENTRIC FOR INSURANCE

C CENTRIC FOR BANKING

CRM SOLUTION CUSTOM-BUILT FOR INSURANCE

TRANSFORM YOUR BUSINESS WITH AUTOMATED & INTELLIGENT SOLUTIONS

CUSTOM-BUILT CRM SOLUTION

Deliver and effortless insurance experience with our leading edge CRM solution, custom-build for your insurance business

IMPROVE SALES PROCESSES

Our sales solution helps you manage your sales pipeline better and caters to retail as well as corporate / group sales, life covers and non-life products.

PROVIDE EFFICIENT SERVICE

Our customer service solution is tailor-made for insurance and includes real-time-integrations with policy management systems, enabling straight-through processes and much more.

ENSURE CUSTOMER RETENTION

Our customer profiler helps you understand your customers and their preferences, manage customer experiences across channels and improve retention.

NURTURE TIES WITH PARTNERS

Our solution helps you take care of your extended sales ecosystem, manage distributor recruitment, and monitor agent training and onboarding.

OUR SALES SOLUTION

The sales management module caters to a wide range of sales requirements ranging from quick retail sales to long-cycle corporate sales.

REDUCE CUSTOMER ACQUISITION COST

Specifically designed workflows, business processes, templates, and best-practices helps you reduce your time to sell. You can reach out faster and more effectively to your customers and ensure that all requirements are met the first time around. This increases customer satisfaction and confidence while improving your bottom-line.

COLLABORATE TO INCREASE CLOSURE RATES

Our collaboration platform ensures that all stakeholders (customers, partners, sales team, management, sales support) are always connected, can share crucial information on the go, and take real-time decisions. Our business process engine monitors all engagements and escalates in case of any deviation. This ensures that you are always on top of your sales engagements.

MANAGE CHANNEL SALES EFFECTIVELY

Channel sales forms a significant share of your business. Ensure effective channel sales by extending the sales solution through a mobile-friendly partner portal. Use our partner management module to engage with partners, address their needs, and help them succeed.

ANALYZE SALES PERFORMANCE

Our solution comes with prebuilt dashboards and reports to measure all aspect of sales. Realtime dashboards available on tablets and mobile devices ensure that the management is always aware of the sales performance. Easy drill-down and analysis options ensure that managers can derive their own insight.

CUSTOMER SERVICE SOLUTION

The customer service engine is built specifically to process claims, manage renewals and collections efficiently.

STRAIGHT- THROUGH SERVICE PROCESSING

Each insurance service request (surrender, switch, top-up etc.) is unique. To handle them effectively we need special processes with validations, real-time integration etc. built in. C Centric’s service module for insurance has 40+ such service processes pre-prebuilt, to ensure quicker and effective resolution and higher customer satisfaction.

OMNI-CHANNEL SUPPORT

Let customers reach out to you through their preferred channel. Our solution integrates ALL channels through an unified and seamless service process. Email, phone, CTI, SMS, websites, regulatory systems, portals, chat tools, social media, partner sites, branches, kiosks – whatever is the channel of communication, rest assured that our solution has got it covered.

COMMUNICATE EFFECTIVELY

Service excellence is all about effective and timely communication with customers. Our solution allows you to define your custom communication process for all service types, media, customer type, for each stage of the service management cycle. Communication to customers, associated partners, and service management team is automated based on the business process set.

MANAGE CUSTOMER EXPERIENCES

Our Voice of Customer modules help you listen to your customer. Our feedback management solution takes feedback at relevant stages in the customer engagement cycle, analyze the feedback and comes up with call-to-actions. Social engagement and monitoring modules helps monitor social chatter and take appropriate actions.

IMPROVE CUSTOMER RETENTION

Cost of customer acquisition is high. Our solution ensures that you keep and grow your existing customers

REDUCE CUSTOMER ACQUISITION COST

COLLABORATE TO INCREASE CLOSURE RATES

MANAGE CHANNEL SALES EFFECTIVELY

ANALYZE SALES PERFORMANCE

CULTIVATE LASTING RELATIONSHIPS WITH PARTNERS

You grow when your partners perform. Help them grow with the best-in-class CRM solutions.

MANAGE AGENT RECRUITMENT & TRAINING

Manage the process of agent recruitment, onboarding, training and certification effectively. Reduce cost overheads, hire the right people and improve overall productivity.

MONITOR PARTNER PERFORMANCE

Performance management tool helps you define performance metrics and monitor performance against predefined targets. Use our gamification engine to run contests and campaigns to promote healthy competition.

ENGAGE EFFECTIVELY WITH PARTNERS

Classify partners, set an engagement plan depending on partner type, interact with the partners on a regular basis and cater to their issues and complaints.

EXTEND CRM TO PARTNERS

Integrate partners into your customer facing processes. Facilitate lead sharing and seamless monitoring of progress. It’s a win-win for your organization and your partners.

CRM SOLUTION CUSTOM-BUILT FOR BANKING

DELIVER AN EFFORTLESS BANKING EXPERIENCE

INGENIOUS RETAIL BANKING

REDUCE TIME TO SELL

Our sales solution for retail banking is custom-built for the industry. Flexible assignment logic, workflows, business processes and templates help you reduce customer acquisition cost and build profitable relationships.

ENABLE SALES COLLABORATIONS

Our collaboration engine ensures that all stakeholders (customers, partners, sales, support, management) are connected and can share crucial information in real time. Allows you to take decisions on the go.

LOAN ORIGINATION & MANAGEMENT

Our loan origination system helps you identify qualified leads for faster loan processing. Helps you eliminate time-consuming, redundant paper based processes.

SELL PARTNER PRODUCTS

Our integration framework allows you to integrate seamlessly with your partner applications, share product details and sales information. Build a more holistic product portfolio by adding bancassurance partners.

LEADING-EDGE CORPORATE BANKING

ACCOUNT PLANNING AND ENGAGEMENT

Our corporate sales module allows you to classify your customers and define an engagement plan for each of them, track activities through detailed reports, plan and execute sales engagement strategies.

MANAGE CORPORATE OPPORTUNITIES

Our solution is equipped to help you meet the diverse requirements of corporates. You can structure exclusive products and services, Leverage team-based selling, collaborate in real-time and analyze long-cycle sales in detail.

CREATE ORGANIZATIONAL VIEW

Our CRM solution helps you map complex corporate structures. Detailed customer profiling provides better customer insights to help you engage with them and facilitate better customer experiences.

MEASURE DEPTH OF RELATIONSHIP

Our CRM tool analyzes your corporate interactions and scores them on multiple parameters. Provides recommendations on activities to be undertaken for better customer engagement.

SEAMLESS CUSTOMER SERVICE

ENABLE STRAIGHT-THROUGH SERVICE PROCESSING

Special workflows and integrations enable you to resolve critical banking service requests (lost credit cards, stop payment etc) quickly and efficiently.

FACILITATE OMNI-CHANNEL COMMUNICATION

Unified communication approach lets you provide seamless service to customers and allows them to reach out to you through their preferred channel – Email, Branches, Kiosk, Phone, SMS, Website etc.

TRANSFORM YOUR BRANCHES

All customer information along with holdings and transaction details is readily available and enables your branch tellers and advisors to address customer queries and cross-sell effectively.

PROVIDE EXCEPTIONAL BANKING EXPERIENCE

Listen to your customers, take their feedback at relevant stages and monitor social chatter using our voice of customer and related modules. Take timely and appropriate actions and engage your customers in a better manner.

ENSURE CUSTOMER RETENTION

DEFINE YOUR CUSTOMER DATA MAP

Our unique profiler solution allows you to define the customer data map for each type of customer. The system guides you through the sequence of information capture, scores the information based on their importance and guides you through the process of information gathering. With this tool, you are assured that the right information about the customer will be captured at the right time.

GENERATE CUSTOMER ONE-VIEW

Ready integration framework with your core banking system,loan management system,net banking,communication channels etc. ensure that all critical customer and account related information are grouped and presented. Move away from an account-centric to a relationship-centric service strategy

ENSURE TIMELY REPAYMENTS

Most banks struggle with NPA (non-performing assets). Our collection management solution for banks ensures timely collection of dues. The system groups due accounts, assigns them to the right team, applies the appropriate process and monitors the collection process. Field collection agents can view assignments and update status through mobile collection app. The system monitors promise-to-pays, broken promises etc. and escalates cases as necessary.

CROSS-SELL EFFECTIVELY

Drive cross sell through configurable rules engine, workflows and auto recommendations. Display the recommendations in the customer one-view. Generate leads from the recommendations and follow up through the sales management solution. Monitor closure against the recommendations generated.

CRM SOLUTION CUSTOM-BUILT FOR INSURANCE