Insurance

The Insurance industry is faced with multiple challenges. Some of these are:

• Unacceptable levels of customer churn.
• Attaining net growth in customer base
• Selling more products to existing customers to improve profitability (Up sell).
• Acquire customers thorough various touch points and translate operational data into actionable insights for proactively serving customers.
• Obtain granular details about customers like Fact Find, KYC to design better products, improve service levels and reduce operational costs.
• Need to integrate customer data from multiple channels and to increase sales force productivity (including that of agents) and running productive marketing campaigns.

Religare Technova CRM solution for Insurance is a Customized CRM solution built over Microsoft Dynamics CRM 4.0. The solution is designed specifically to meet the needs of client-facing staff of Insurance companies.

The solution draws on enterprise-wide core processing and transaction systems to provide retail staff holistic views of customer information, allowing relationships to be deepened and facilitating up sell and cross-selling opportunities.

Solutions can also be extended to provide information or portal to partners for creating leads, opportunities etc.

Our solutions for this industry –

• Customer Relationship Management Solution(CRM)-Solution build specifically for Insurance domain over and above MS Dynamics CRM for managing Sales,Marketig and customer services.
• Quote Management System-in-house developed system for managing Quotes. System is fully integrated with CRM.
• Agent Portal.
• End to end Facility Management.
• Application and Database Management.
• Branch Roll outs.
• System Integration for Servers, Networking, Hardware, Security Etc.

Knowledge Management Offerings

In the insurance segment, our BPO capabilities include new business acquisition, policy administration, policy underwriting, claims management and customer service. In the area of claims processing, we provide services for the entire claims lifecycle including intimation, management, settlement, recovery in Property & Casualty (P&C), Marine, Motor, Life, and Healthcare.

• RTBIL Insurance offerings
• End to End Support

Clients

Aegon Religare Life Insurance

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