CxRM for Insurance Agents and Brokers

Maximize Revenues and Commissions with our specially designed Solution Portfolio 

  • Lead ​Management
  • Campaign Management
  • Recommendation Engine
  • Digital ​Marketing​
  • Renewal ​Management
  • Utility
  • Customer Information Management
  • Communication Channels
  • Connected ​Systems
  • Master Data Management
  • Configurable ​KPIs
  • Reports Dashboards

​Studies conducted by leading analysts in recent times show key reasons for large customer churn- High turnaround time during customer service, insufficient insights for decision making, slow & complicated processes and lack of omni-channel experience. Clearly, now, there is a sudden rush to embrace Digital. However, insurance business requires a combination of Digitization with Human Empathy. Human interaction will remain pivotal in the future, but stakeholders will expect all interactions to have digital support. For an instance, Sales Executives are adapting to remote selling with prioritized leads for the “next-best conversation”.​

Easy Integration with existing systems like BMS, Agency systems, Insurance core systems and third-party systems