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 .
SmartLife – Insurance CRM with Lead Management, Pre-issuance U/W requirements management, Receipting and Post Issuance
- Lead entry from multiple sources and automated routing
- Generate quotes, Benefits illustration
- 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
- Single view of customer across leads, proposals/cases, Policies, Claims, Service Requests