Technical Insurance Services

Technical Insurance Services

Training

Training

Relationship Management

Relationship Management

Full Circle Solution

Full Circle Solution

Relationship Management

Our relationship management solution focuses on both internal and external relations.
It is offered through a fully-integrated CRM system designed specifically by insurance professionals with over 20 years of experience in the industry and benefits both insurance companies and insurance and reinsurance brokers.

It is a one-stop point to automate & manage:

  • The Full Sales Cycle and its Supporting Documents
  • The Customers’, Agents’ and Brokers’ Information
  • The Commissions Calculations and Tracking
  • All Facets of Marketing Campaigns and Activities
  • Dashboards, Reporting and Auditing


Main benefits

  • Increase operational efficiency
  • Improve customer loyalty
  • Acquire new business
  • Optimize policy renewals and up/cross-selling opportunities
  • Improve customer service
  • Monitor agent performance
  • Gain insights into your operations
  • Extend existing IT investments


Our CRM solution caters to the main keys to success:

  • Knowing your customer
  • Servicing him quickly and thoroughly
  • Keeping an eye on the pipeline
  • Keeping a low operational cost


Request a demo >>>