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