4th Floor, plot no. 341, Industrial Area, Phase 9, Mohali, Punjab, India - 160062
+91-98188 83731
USA 1145- Windbrooke Drive, Buffalo Grove - IL (60089)
+1 (773) 231-0045
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Unleash the Power of Digital Insurance Empower Intermediaries to Deliver Seamless B2C Insurance Solutions
Our CRM solution is a game-changer for intermediaries, revolutionizing their sales and productivity. By centralizing lead management and offering comprehensive customer relationship management, intermediaries can effectively convert leads and deliver personalized services, fostering higher satisfaction and loyalty. Streamlined policy management and automated workflows reduce manual effort and enhance accuracy. Robust analytics provide real-time insights for data-driven decision-making, optimizing sales strategies and driving revenue growth. With seamless collaboration and mobile accessibility, brokers can work efficiently and respond promptly to client needs. Additionally, our CRM enables easy access to insurance quotes, comparison, and payment link sharing from a single dashboard, simplifying the sales process and enhancing customer experience.
Sales dashboard provides a comprehensive view of the generated business.
Management of upcoming policy renewals. Plan and prioritize renewal activities to ensure customer satisfaction.
Ability to book policies offline for customer convenience. Maintain a record of policies booked through offline channels.
View overall business generated by insurance companies. Analyze business performance based on insurance product categories.
Monitor leads that are currently being processed or worked on. Track the progress of leads through various stages.
Efficient lead management system helps address the challenge of managing & effectively engaging prospective buyers.
Policies are issued without requiring client details to be re-entered, their status & dispositions are seamlessly managed. Reduces duplication of efforts and saves time.
Store and retrieve policy documents securely in a digital repository.
Facilitate seamless communication with clients through integrated messaging systems.
Access valuable insights to track performance and optimise sales strategies.
Generate instant and accurate quotes for various insurance products.
Access valuable insights to track performance and optimise sales strategies.
