Unified workplace for insurance companies, an omnichannel business app interface
Solution: 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:
● Customized insurance products and solutions:
- ➣ Insurance contracts
- ➣ Claim management
- ➣ Loss calculation
- ➣ Loyalty programs
- ➣ Insurance packages sales
- ➣ Contracts prolongation
- ➣ B2B Insurance products
● Single window for all customer interactions
● Task ranking: the incoming requests are processed and distributed according to agents’ workload
● Production calendar: employee work schedule and time tracking
● Meeting scheduler.
- ➣employee's availability
- ➣meeting rooms booking
● Real-time Outlook synchronization
● ERP Integration for full synchronization of financial activity
● Integration with Telephone system
- ➣ 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
● Knowledge Database right in CRM
● Delivery system integration
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 customers
- 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
The solution is highly customizable and we will make it convenient for your particular business purposes
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