CRM Insurance Solution
Proactively manage risk and
slash operation costs
An insurance solution that delivers
By adopting a CRM Insurance solution you’ll equip your agents, brokers, sellers, and service representatives with a complete view of your customer. Build stronger customer relationships and improve your productivity.
Combine enterprise account and sales data with business and consumer data and let A.I. identify the most important leads to focus on. The systems learns with you, so that the more data it receives the better it gets.
“In just seven months we saw an 87% increase in sales”
Keith Boyle. Head of D2C
See why a CRM insurance solution is needed
is the total gross written premium for the South Africa market.
is the compund annual growth rate of the insurance industry in South Africa
insurance companies are competing for business in the insurance market.
Generate and Convert More Leads
Keep Your Processes and Data Compliant
Empower Advisors and Brokers
Increase Customer Engagement
Microsoft Dynamics 365
Microsoft Dynamics 365, the next generation of intelligent business applications. Unifying CRM capabilities, they enable your organisation to grow, evolve and transform. They ensure you can provide a consistent, excellent, customer experience – right across your organisation.
Insurance Solution + Marketing: Target potential new customers with sophisticated marketing automation. Assess sentiment expressed through social channels and respond quickly.
Insurance Solution + Customer Service: Onboard your clients and manage their service cases all on the same platform.
Insurance Solution + Partner Portals: Onboard clients and partners on the same platform. Allow partners to manage their clients through their own secure, web-based portal.
Get In Touch
And discover how a CRM insurance solution can help you manage your risk and slash your costs.