Tailored CRM Software for Insurance Company

Our client, who provides insurance services, had a problem with their CRM in use. There were difficulties in keeping track of all the data, glitches and difficulty in customizing the software solution. Our fully custom CRM solution solved the problems of previous program failures, data loss, and the ability to organize all claims, automate the assignment of the right people, and manage policies in one place. The powerful functionality of our insurance CRM solution allows agents to focus on better customer satisfaction, close deals and build long-term relationships with clients by automating their monotonous activities like reminders and record keeping. With customized workflows and enhanced capabilities, the insurance company has achieved increased productivity, competitive advantage and improved decision-making capabilities.