Our Product


Insurance CRM Built on Microsoft Dynamics 365 Base CRM Power Apps
  • 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

Sales Automation

  • 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

Customer 360

  • Single view of customer across leads, proposals/cases, Policies, Claims, Service Requests

Feel free to contact me