Most Insurance businesses recognize technology as a crucial element in satisfying consumer and shareholder demands. The customers are looking for a comprehensive End-to-end off the shelf products to manage their day-to-day processes. The uniqueness of this business is, it requires a full-featured CRM system that can be tailored to meet the specific needs. Our Insurance services solution allows you to manage and track End-to-end Insurance processes.

CRMIT offers flexible solutions allowing CRM to evolve and adapt to changes in business products and the customer base. Our experience in the Insurance services domain, encompass the following streams:

• Service Request Automation.
• Cross and up-selling capability to provide market opportunities within an existing customer database.
• Predictive capability to determine customer behavior.
• Customer segmentation that leverages data to create accurate categories for use in marketing strategies/campaigns.
• Market automation that combines analytics with campaign management functionality to help drive a more effective and efficient marketing campaign.

 

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CRM solution was implemented for one of the leading Insurance and Risk Management Company of United States. The Service Request and SLA management modules were two important solutions offered by CRMIT. The CRM implementation mandate was to create Service Request from E-mails and Web-forms and send automated notifications to concerned people. Keeping these client requirements as the base, a robust platform for futuristic additions was delivered resulting in an efficient CRM implementation.

Business Benefits:

• Seamless dynamic work allocation, distribution and management across Onsite and Offshore units.
• Efficient escalation process for quicker Service Request creation and resolution.
• Operational excellence with advanced reporting solutions.

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