CRM General Insurance
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Insurance Sales- Leads Funnel

Manage insurance sales leads for new business through multiple channels. Closely track leads funnel till closure. Seamlessly integrated for 3rd party access for a transparent view on the business in pipeline.

Insurance Customer Service

Capture and track service requests through custom-configured work-flows. Monitor daily service activities real-time. Achieve excellent servicing with automatic escalations, status notification to customers and monitoring SLA and TAT adherence.

Agent-Channel Network Development

Build diverse channels of direct sales force, brokers individual and corporate-agents. Expand channel network by managing new channel/agent prospecting, profiling, evaluation, appointments, training & set-up and initial hand-holding till stabilization.

Insurance Policy Renewals Management

Manage policy renewals with pro-active Insurance policy renewal calls, SMS & Email reminders, and sending renewal quotations. Closely monitor daily renewal activities of field agents and tele-callers. Ensure extensive follow-ups and escalations on policy lapsation.

Insurance Customer Relationship and Satisfaction

Maximize customer relationships with cross-sell/up-sell activities, customer contact norms, daily customer contact activities report. Undertake complete customer profiling and life-stage tracking for targeted and timely campaigns.

Promotion and Marketing

Manage promotion events, on-site marketing, merchandize, road-shows and other below the line activities to build sales pipeline and brand-recall. Organize location based channel meetings, training programs and seminars.