CRM SOLUTIONS FOR INSURANCE
BUSINESSES

Our service offerings includes implementing and integrating popular CRM platforms like Salesforce, MS Dynamics, Vtiger etc. based on business needs.


We offers comprehensive CRM Solution - developed especially for Insurers enabling them to automate tracking of customer interactions at one dashboard, log their sales activity automatically, and manage sales pipeline with total visibility and ability to cross sell and up-sell.

Insurance CRM is a proprietary solution whose strength lies in its simplicity and industry focus functionality offerings. The CRM solution manages the main three communities of Insurance Industry in one place; customers, prospects & producers

ADVANTAGES 

  1. Capture leads from Omni channel campaigns.
  2. Integration with core processing insurance modules improves efficiency.
  3. Manage complete insurance marketing through one tool.
  4. Efficiently manage all the leads at one place.
  5. Identify cross-sell/up-sell opportunities.
  6. Manage Producers and capture all communications in one place.
  7. Get detailed analytics on sales-performance reports.
  8. Allows better pipeline management.
  9. Securely manage you teams through roles, profiles and teams.
  10. Mobile friendly sales app and dashboards.

Our most important CRM dimension is to analyze, understand, & utilize current trends to take advantage of new technologies & strengthen the relationship with our customers as an ideal partner.

  • Consulting services covering sales processes, CRM evaluations, finalizations & configurations.
  • Significant experience in implementing & integrating CRM solutions for Insurance industry.
  • Expertise in CRM priorities; sales management, marketing automation and customer support & service.
  • Certified consultants with cross-platform skills.
  • Proven methodology & excellent project experience.
  • Strong technical expertise across various industry CRMs.

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Phone: +1 646 867 3915
Email: [email protected]

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