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Acquire customers faster

Plan & monitor sales strategy better, move leads through the pipeline quicker,and cross-sell & up-sell effectively with superior customer visibility

  • Set up sales to succeed

    Cross-sell effectively with Trinity Cross Sell Modeler. Never miss an opportunity to provide the right offer at the right time.

  • Manage Distribution

    Make intelligent automated lead assignments and provide context-based coaching tips for higher conversion rates

  • Improve closure rates

    Move from origination to policy issuance on a collaborative, integrated platform with straight-through processing

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Maximize agent relationships with Insurance CRM

Track agent performance, develop strategic relationships, and increase loyalty

  • Simplify agent on-boarding

    With digital CRM for insurance ease the on-boarding process with 360-degree agent views, best practices, guided selling, knowledge bases, quotas and reports.

  • Transform Agent Sales and Service

    Increase efficiency, ensure consistency across your agents, and be one brand to your customers with omni-channel agent and customer portals. Manage collaborative sales strategies that are a “win-win-win” for you, your agents and your customers.

  • Increase agent loyalty

    Provide your agents with the tools and information they need to be successful. Manage territories, monitor pull-through, and provide insights and visibility with real-time, customizable dashboards.

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Boost renewal rates

Run smart renewal and reinstatement campaigns driven by intelligent data

  • Target the right customers

    Identify the right customers for renewal and reinstatement campaigns based on internal and external data and smart rules.

  • Intelligently prioritize leads

    Assign leads to agents or internal staff based on customer payment history and agent expertise. Ensure 100% follow-up on referrals and hot leads with escalations and weighted allocations.

  • Drive up closure rates

    Track cases to closure, monitor agent performance, and ensure renewal and reinstatement customers don’t slip under the radar. Use dashboards to encourage teams and know which agents are leading the pack.

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Deliver customer delight

Make policy servicing seamless with self-service tools,First Time Right resolutions, and faster response times

  • Provide instant access

    Allow customers to file cases, review status, upload documents, setup recurring billing and more any time of the day or night using omni-channel self-service portal and vivid journeys. Reduce call center costs and give customers what they need 24/7/365. integration capabilities to provide customers with consistently superior service.

  • Get it right the first time

    Empower agents to instantly solve customer problems by with a single, actionable 360o integrated platform, automated call scripts, real-time help, and an exhaustive solution bank.

  • Make policy service a breeze

    Set the gold standard for insurance service with a 360-degree policy view and automated end-to-end case management. Leverage existing systems through bi-directional integration to minimize data entry and screen hopping.

Rewrite the rules

Bring digital to the core of insurance
  • Help those who help themselves

    Create zero-touch, omni-channel, automated sales processes with intelligent business rules and end-to-end processing for instant sales fulfillment

  • Minimize time-to-market for new products

    Whether it’s web, social, mobile, or offline, discover revolutionary ways of taking products to customers faster than ever before

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Digital CRM for Insurance

Insurance CRM helps general & life insurance companies enhance customer satisfaction and boost revenues by streamlining processes, improving intermediary  management and providing actionable intelligence at front-ends on a single technology platform. As insurance products get 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. Also, a large share of business is driven through intermediaries where information challenges exist for effective management. Meanwhile companies continue to face stiff revenue targets spread across too many stakeholders who struggle to deal with too many processes, systems and geographies.

CRM for Insurance companies often have annexed visions due to the complexities involved in creating single repository of actionable data. In such scenarios, most CRM initiatives become departmental in nature, point solutions that quickly become part of the problem.

CRMNEXT’s Digital Insurance CRM solution, with its advanced integration capabilities is able to streamline processes, implement integrated practices and consolidate data across various systems (underwriting, claims, policy management, etc). It further helps in consolidating partner & customer profiles, manage referrals, new policy issuance, servicing needs and campaign strategies.

CRMNEXT’s CRM for insurance helps in addressing the following challenges:

1. How to effectively collaborate with network of agents and intermediaries to get better visibility of sales processes, reduce cycle times and prevent revenue leaks?
2. How to provide valid, up-to-date intermediary-wise performance data to help relationship managers drive revenues?
3. How to influence corporate buying decisions, while working to forward relationship width?
4. How to ensure optimal service quality to customers & intermediaries, across a multi-source eco-system?
5. 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?
6. How to tap complete household/account potential to offer personalized products as per requirement and propensity using cross-sell/up-sell techniques?
7. How to provide proactive real-time insights into processes for actions, with intelligent reports & dashboards?
8. How to comply with ever changing insurance regulations?

Benefits from a Digital insurance CRM software

1. Intermediaries & agents management
2. Strengthened corporate relationships
3. Enhanced Customer experience and satisfaction
4. Improved Joint partner marketing programs
5. Cross-sell/Up-sell opportunities
6. Improved Efficiency, waste reduction

Furthermore, by using the Cloud crm for Insurance, companies can create a complete intermediary and customer 360° view, while automating processes across functions like sales, services, marketing and operations. Due to its unique approach and analytical capability it allows companies to progress their relationships, resulting in growth and profitability.

customer success stories

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  • bajaj logo
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