Business Process Support

Support your Insurance specific business processes: increase operational efficiency, acquire new business, improve service, benefit from Business Intelligence capabilities, integrate exisiting systems and solutions, incorporate regulatory and compliance changes, automate workflows, etc. 

Increase operational efficiency

Automate repetitive manual tasks and eliminate duplicate data re-entry by creating one central source for all policy holder information.

Acquire new business

Conduct integrated, multichannel marketing campaigns and track response and close rates, focusing on the most effective activities and giving agents specific follow-through steps.

Improve service

Collect and share deeper levels of customer knowledge to improve service levels at key points of the client relationship, such as during renewal, and to enable client-facing professionals to identify the most appropriate products, whether term life, annuity, auto, or home.

Benefit from Business Intelligence capabilities

Import data from back-end systems and use business intelligence capabilities to create dashboards and reports on agent/broker productivity, new business success, client loyalty, claims processing, and more.

Integrate existing systems and solutions

Integrate existing or custom-developed underwriting, policy, and claims administration systems in a composite view, freeing up agents and brokers to manage relationships.

Incorporate regulatory and compliance changes

Ensure products and policies are being sold and managed in full compliance. Centralize and streamline claims contact management with automated workflow to help ensure all steps are completed on time and within approved, compliant processes.

Automate your Workflows

Automated alerts and customizable workflow can help agents, brokers, and service representatives maximize opportunities to cross-sell products and services, and reduce the time required to resolve inquiries. Automated workflow streamlines processes across functional components including underwriting, policy, and claims systems.

Collaborate with internal/external networks

With the integration of Lync, Skype, SharePoint, Yammer, Outlook and Office 365 in our solution, your collaborators have all the tools they need to work better together.

CRM Collaboration