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

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