CUSTOM-BUILT CRM SOLUTION
Deliver and effortless insurance experience with our leading edge CRM solution, custom-build for your insurance business
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.
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.
Our customer profiler helps you understand your customers and their preferences, manage customer experiences across channels and improve retention.
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.
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.
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.
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.
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.