Insurance Management System

Insurance Management System-Unified workplace for financial and insurance companies, an omnichannel business app interface with automated and integrated business processes with Dynamics 365 CRM as a core system.

Features:
Clients Management: Automatically capture and maintain client policy details to enable effective management and keep the right focus on Sales Activities for every Insurance product in your
portfolio
Leads Management: Automate lead acquisition and tracking through their entire life-cycle. iBroka allows lead updates as soon as you get them or through bulk uploads. the Application is intuitive to guide you and provide follows for the entire process.
Policies Management: Allows you to organize your policy classes and rates. You can auto generate renewal notices and risk notes, while also allowing addition of new products easily with little or no IT knowledge
Claims Management: Allows automated claims creation, tracking and management forms as part of
the core of the solution. The Claims Management solution helps reduce the cost of processing through
automation of all brokerage tasks
Payment and Invoice Management: Provides a simple to use integrated platform which keeps track of client payments and invoices. Customers can create invoice, issue them or void them as they require.
Intuitive Reports: Intuitive reports which give you all the information you require to make decisions

proactively.

Customized insurance products and solutions: Insurance contracts Claim management Features Loss calculation Loyalty programs one-click calls right from CRM Interface incoming call popups the CRM contact card so the agent can have immediate insights about the caller if the number is unknown, CRM automatically creates a new customer card call history and a link to an audio recording are automatically saved and available for further use employees availability meeting rooms booking — Single window for all customer interactions.

Our solution value: — Short time-to- market (around 3 months, depending on the quantity of integrations) — Industry specific – customized for Insurance and Finance, proven by Enterprise customers — One vertical solution for employees, partners, clients and management board — Total transparency of all communications with сustomers — Every specialist’s performance tracking — Revenue growth based on improved targeting and more relevant offers thanks to customer history tracking — Agents can focus on selling, not on formalities and processes.