CRM for Insurance

Kickstart Your Digital Transformation Journey with our CRM for Insurance

Equip Your Agents with the Tools to
Drive Performance

Our Intelligent Customer Management solution leverages the power of artificial intelligence, machine learning, and analytics to help you through your digital transformation journey.

By delivering a truly integrated CRM product that delivers on the real-time data requirements of each firm, our platform provides you an in-depth understanding of your customer to drive upselling opportunities. On top of that, it will enhance the client experience by offering them an omni-channel experience.

Leverage Our CRM for Insurance to Meet Your Key Business Objectives

Our CRM for Insurance is designed to address your key business challenges and drive your business forward. Through our cutting edge, digital technology, we help attract new customers, reduce churn, modernize the sales and service model and help you meet regulatory requirements.

On top of delivering the superior performance, and usability associated with first generation cloud computing, our CRM for Insurance product was built to address the integration challenges, inflating costs, and limited functionality faced by other CRM options currently in market.

The Benefits

Our CRM is designed to address your key business challenges and drive your business forward.
Drive revenue via renewals
Optimize processes
Increase the number of opportunities to drive revenue
Offer the best recommendations via the right channel at the right time
Demonstrate regulatory compliance


Powered by artificial intelligence, our CRM capabilities equip agents to meet their business needs.

Case Management
Drive Efficiency via our Case Management Functionality

Designed to drive productivity, our case management feature allows agents to track the status of a request or case throughout the request lifecycle. Through our robust workflow capabilities, cases are integrated with Activity Plans, which generate and assign automatically tasks. On top of that, it enables agents to efficiently close cases, all while increasing client satisfaction.

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Enhance Customer Service via a Thorough Understanding of Households

Developed to help establish and maintain householding for multiple customers living at the same address, and manage relationships for multiple customers living at different addresses, our CRM for Insurance product provides flexible householding functionality to facilitate policy aggregation. It also facilitates the modeling of complex relationships including referrals, family relationships, related parties, companies, and ad-hoc relationships such as associations, or professional affiliations.

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Lead and Campaign Management
Effectively Measure Multi-Campaign Client Engagement via Lead and Campaign Management

Aimed at measuring client engagement across multiple campaigns, our Lead and Campaign Management feature allows agents to view engagement - from the highest level to the individual campaign level. This features also allows agents to configure criteria by campaign to provide additional insight.

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Comprehensive Customer View
Spend Less Time Toggling and More Time Servicing Clients

Built to consolidate all key information across your firm, our Comprehensive Customer View equips agents with the most informative, insightful and up-to-date information.

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Call Centre Integration
Enhance Call Centre Agent Productivity and Client Servicing via Our Call Centre Integration Functionality

Designed to reduce wait times and enhance client servicing, our Call Centre feature enables call centre agents to be more productive via telephony and email integration. Key benefits include screen pop and phone controls.

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Comprehensive Customer View
Spend Less Time Toggling and More Time Servicing Customers

Designed to help consolidate all key information across firm-wide data sources across your firm, our Comprehensive Customer View equips your advisors with the most informative, insightful and up-to-date information.


Our Technology

Designed to help our capabilities run at full capacity, our key technology components
help drive our CRM forward.


Flexible Deployment Options to Cater to Your Needs

We provide you 3 flexible deployment options to accommodate to your firm’s business needs: on-premise, hybrid and private cloud. We will also provide you a secure solution with full ownership of your data. Our point of differentiation is that your data is never co-mingled with that of other customers.

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Drive Agent Adoption Rates via Our Integration-First Approach

With our focus on integration and the customer experience, our CRM for Insurance product addresses the challenges around processing large volumes of data from existing systems by providing agents a consolidated, easy-to-use interface. This, in turn, drives adoption rates.

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Standardize and Automate Processes through Our Workflows

Our rules-based SmartForms, workflows and activity plans are designed to standardize and automate scheduled and ad hoc tasks. Not only do these reduces risk levels (resulting from human error), they enable agents to focus on revenue-generating activities.

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Rules Engine

Drive Accuracy and Efficiency with Our Rules Engine

Our rules engine, designed to enforce business rules company-wide, can be defined at any layer of the platform. At run-time, events, UI navigation, or business model updates, can set these rules to motion. In fact, rules can be configured for our key capabilities and features, including: alerts & notifications, workflows, coverage, categories & custom fields, NexJ NudgeTM and data validation.

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Drive Security through Our Industry-Recognized Rules-Based Model

Based on visibility rules, our dynamic, flexible, and centralized security model allows agents to share information without worry. Founded on industry-wide standards, it allows us to directly map to existing security models and leverage existing entitlements models. Security rules are enforced by our main server and are centrally defined in the Business Domain Model. This way, they are applied across the board, regardless of your UI or access method.

Key components of our security model are: integrated agent authentication, data visibility, functional entitlements and encryption.

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Run Your Team with Confidence Knowing that You’re Meeting Fiduciary and Regulatory Requirements

Designed to address the constantly-changing regulatory environment, organizations are under increased pressure to comply with fiduciary and regulatory requirements. That’s where our extensive experience working with leading global financial institutions comes in. Not only do we specialize in helping firms meet their regulatory obligations, we integrate with local and regional policies and standards.

We also provide data virtualization capabilities that you can use to satisfy complex in-country and cross-border data residency requirements across multiple jurisdictions.

We can help you comply with industry and government standards and privacy regulations through key features: data virtualization, security, business rules, Smartforms & workflows, reporting and auditing.

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Get started today and let us help you attain success.

Book a demo today and learn why we are a global leader in the CRM space.

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Have a question? Get in touch with us today.

We will be happy to answer any questions or concerns you may have.

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