Most insurance companies use multiple core systems & an external CRM system for managing their customer relationships. It is not an easy task to implement tight integration points between the Insurance core systems and the CRM system. An integrated system will ensure that the vital data from all core systems are consolidated into a single user interface that makes it easier for clients to manage their customers & make their tasks more efficient & manageable.
Contemi Customer Management (CCM) portal adds value to existing systems and customer information through a unified Dashboard which communicates seamlessly with multiple core systems. The Customer Management system is a powerful solution for the whole organisation where employees working with Customer Service can get a 360-degree overview of a customer’s profile with information related to Policies, Claims, Finance, Email, History etc. This results in better and effective customer management from all levels in the organization thereby resulting in faster service time, greater customer satisfaction and greater ROI. The CCM is built upon battle tested and highly popular open-source software like AngularJS, ElasticSearch, MySQL, PHP (Zend Framework), RabbitMQ etc.
Seamless policy servicing with self-service portal and faster response times
Instantly solve customer problems with a 360 view of information
Cross sale & up sale opportunities
Never miss an opportunity to pitch the right offer at the right time with superior customer visibility through CRM
Automated lead assignments
Run personalised campaigns driven by integrated data
Identify the right customers for renewal and reinstatement based on the internal and external data available
Offers Customer profile
360 degree overview across all information: Policies, Quotes, Claims, Finance, Communication etc.
Integration with Mail, Calendar and Telephony
Document and mail history on customer level
Document templates for mail, SMS and App communication
Dashboard module for Statistics and Reports
Integration to Social Media
Offers prospects with probability level indicator
Lead conversion from prospect to customer
Customised workflows for sales process
Import leads and assign to groups or people
Dashboard reports on Sales, Leads, Prospects
Import leads from core systems or external / 3rd party systems
Process campaigns to various channels (Email, SMS, App)
Setup target groups
Dashboard statistics and reports
Task registration from multiple channels like Email, Web, Social Media, Apps
Follow-up of tasks based on customized Workflows
SLA (Service Level Agreement) customized service time and notifications
Dashboard statistics and reports at various levels and for various roles
The insurance module is a dashboard built with Insurance business in mind with capabilities to consolidate data from multiple systems and sources to provide a unified view of a customers information. It provides:
Policy information
Quotes information
Create Quote from Dashboard
Claims information
Financial information
Payment status
Renewals information
Total premium overview