Given the diverse roles and deep domain & technical expertise, Smartstatz provides the right blend of skills required to make client projects successful and investments relevant.

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+ 91 9833458129

304, Punit Chambers, Sector 18, Vashi , Navi Mumbai – 400705

vikas@smartstatz.com

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SmartLife

Our Product

SmartLife

INSURANCE CRM BUILT ON MICROSOFT DYNAMICS/POWERAPPS
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 .
Request A Demo
MicroSoft App Source
apps.58399.f6746607-8412-4577-9c2e-43a4c8f831ac.2637a6a3-0d6b-49c4-b341-a380a09e92bb
apps.18833.f6746607-8412-4577-9c2e-43a4c8f831ac.2637a6a3-0d6b-49c4-b341-a380a09e92bb
apps.34665.f6746607-8412-4577-9c2e-43a4c8f831ac.2637a6a3-0d6b-49c4-b341-a380a09e92bb
apps.27680.f6746607-8412-4577-9c2e-43a4c8f831ac.2637a6a3-0d6b-49c4-b341-a380a09e92bb

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