CRM for Insurance
Global iTS’s innovative technology was created to empower insurance corporations, to mature digitally and transmute their current ICT situation by refining productivity in all supply channels. We comprehensive such task through the next keys.
- Insurance CRM Add-on for Microsoft Dynamics 365
- Smart Client Interaction
- Omni-Channel Servicing
- Role Based Applications
Insurance CRM for Microsoft Dynamics 365
Microsoft Dynamic 365 has shaped several add-on solutions for insurance corporations, to use so that their current ICT situation is extra user friendly. Through the capability to decrease operational expenses and keep providing extraordinary customer service, profitability could be maximized by personalized offers and personalized services. The enhancement of satisfaction and developed trust allows insurance corporations to systematize business procedures that are extremely variable, changeable, loosely designed. This insurance solution also delivers real-time mobile engagement, the flexibility of anytime, anywhere self-service and Omni-channel digital communications, in addition to have the tools to provide more personalized communication offerings through any device.
- Communication Centre Agent dashboard
- General Insurance Calculators for Motor, travel, fire, marine and home
- Claim Tracking Solution
- Agents and public customer portal logins
- Dynamic Case Management Solution
- Digital Onboarding Solution
- Online saving plans illustrators and onboarding process
- Employers and employee e-services for any type of medical insurance product
- Artificial Intelligence and Machine Learning tools to read client behaviors and push targeted marketing
- Marketing Automation
Smart Client Interaction
Cumulative rivalry and evanescent client loyalty need Insurance corporations to proceeds extra personalized attitude to client service based on the exclusive need of an individual. Insurers have to provide smart, coordinated campaigns which engage the client, simplify processes and effort extraordinary incomes. Global iTS software as a service solution, Following Finest Action reflects all the conceivable actions all through a customer engagement, and endorses the Next Top Action to upturn the probability of a positive response. Built on safe and dependable Microsoft cloud technology, Next Best Action exploits cross-sell and upsell prospects with iterative and interactive forms of dialog that clients experience as natural and relevant.
- Acquire following top action to reclaim the next top action to present to the client
- Acquire product propensities to retrieve the product deals with their propensity metrics
- Get reply in order to imprisonment client replies to product offers and actions
- Develop conversion rates with targeted, event-based offers
- Following best conversation topics
Omni-Channel Servicing
In the phase of the digital customer, insurance corporations must provide clienteles a reliable experience through all channels. Although simple in idea, the creation of departmental solutions in insurance businesses leads to a broke infrastructure that generates a complication to reliable client experience. Global iTS Omni-Channel servicing solution offers a unified Omni-Channel experience, while offering a seamless transaction front end. The Omni-Channel servicing solution offers a single platform for front office to decrease expansion and maintenance expenses. The system empowers insurance businesses to rise efficiency and agility, while improving client experience and productivity.
- Omni-Channel delivery system on web, mobile, and contact center
- Cross-sell & up-sell across channels
- Next Best Action on Inbound Interactions
- Policy superior calculator & quotation request
- Prospect & opportunity capture
- Policy issuance, renewal and payment collection
Role Based Applications
Role based applications supports insurance corporations to increase their employee production by providing them the remote origination competences to close opportunities they received. New clients can simply exist on boarded with full information capture and sent to the back office. Through a client visit, insurance agents can use role at the applications to access all personal and financial information and check the eligibility for a specific product allowing them to instantly perform a sales actions.
- Cross-sell enablement allows the role based tablet applications to offer multiple products by integration with the built-in offer management system
- Increased field sales efficiency by allowing to accept applications in the initial visit and no need to go back to the customer to collect the application form
- Enhanced 360-degree view of the customer
- Sales agent dashboard, picture taking, competitor dashboard and more
