Smartstatz
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+ 91 9833458129
Navi Mumbai - 400705
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About Us
Our Services
Dynamics 365 CRM Implementation
Technology Adoption
Performance Improvement for Existing CRM
Dynamics 365 Application Support and Maintenance
Our Products
Smartloan
PSM
SmartLife
SmartBank
b-loyal
Our Clients
Blog
Contact Us
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Home
About Us
Our Services
Dynamics 365 CRM Implementation
Technology Adoption
Performance Improvement for Existing CRM
Dynamics 365 Application Support and Maintenance
Our Products
Smartloan
PSM
SmartLife
SmartBank
b-loyal
Our Clients
Blog
Contact Us
Schedule A Demo
Contact Us
Our Product
SmartLife
Insurance CRM Built on Microsoft Dynamics 365 Base CRM Power Apps
CAPABILITIES & FEATURES
Guided Process for Proposal /UW .
Comprehensive TAT Analysis
Identify Process Bottlenecks .
Straight through Processing .
Role based access .
Automated task assignment .
My workplace dashboard to view task assigned .
Date and timestamp at every stage of the application with comments .
Contact Us
MicroSoft App Source
SmartLife – Insurance CRM with Lead Management, Pre-issuance U/W requirements management, Receipting and Post Issuance
Sales Automation
Lead entry from multiple sources and automated routing
Generate quotes, Benefits illustration
Pre-issuance
New Case creation or convert quotes to cases
Generate and service U/W requirements
Premium Receipts and refunds
Automated Case / Application routing to QA, U/W
Integration with Document Management System
Customer on-boarding
Customer 360
Single view of customer across leads, proposals/cases, Policies, Claims, Service Requests
Feel free to contact me
Contact us: +91 98334 58129
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