CRM General Insurance


For both LIFE and GENERAL insurance, manage brokers, individual agents, corporate-agents and direct sales force. Maximize policy renewals  and customer satisfaction. Maximize Customer relationship and life-stage based up-sell & cross-sell activities through multiple touch points.
Insurance Sales

Insurance Sales- Leads Funnel

Through CRM4SURE you can manage Life insurance (and General insurance) sales leads for new business through tied agents, part-time agents, corporate agents and brokers. An insurance lead funnel can be closely tracked and driven for closure through product specific (short term life vs. long term investment product) stages of maturity till closure. The system can be seamlessly integrated for 3rd party access for a transparent view on the business in pipeline. Field Movement Tracking, Mobile based app, active status updates are leading features in CRM4SURE help ensure success.

Insurance Customer Service

Insurance Customer Service

You can effectively capture the insurance customer service requests and track their closure through different stages, which are customized based on each specific request type (i.e. claim settlement vs. Policy Statement). You can capture every activity done for servicing in daily service report. An automatic escalation of aged support tickets, analysis on the root-cause of service issues, service employees productivity management are some of the capabilities you can effectively achieve for a great customer experience and satisfaction.

Insurance Agent-Channel

Insurance Agent-Channel Development

Managing diverse channels in Life (and General) Insurance industry a unique challenge. Not only there are large number of agents & employee which are engaged in distribution of insurance products, there is many a times significant churn in the network. Therefore, insurance business needs like expanding the channel, appointing new agents, agent profiling, agent-broker employees training, channel issues management, channel communication & updates, relationship contact and marketing support through events etc…can be easily configured in CRM4SURE.

Insurance Renewals

Insurance Policy Renewals Management

Acquiring new customers for an insurance business is a costly affair. Therefore renewal is extremely important criteria for business break-even and profitability. CRM4SURE enables you to manage renewal policy assignment, pro-active Insurance policy renewal calls, follow-up,  Policy renewals productivity analysis, mobile based daily renewal report and many other aspects to ensure that you retain your customers year after year.

Insurance Customer Relationship

Insurance Customer Relationship and Satisfaction

Life Insurance is everything to do with customer life stage assessment and to approach an insurance customer at the right points for tax saving instruments, career stage, family stage etc...CRM4SURE provides many capabilities like customer-tagging for cross-sell/up-sell activities, customer relationship activity norms, targeted customer communications, set-up targets for policy renewals & customer references and daily customer contact activities report. Similar principles apply for General insurance, in terms of getting maximum share of wallet, by assessing and selling end-to-end needs for car, property and health.