Customer Management

Customer Management Icon

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.

Improve Client Services

Seamless policy servicing with self-service portal and faster response times

Instantly solve customer problems with a 360 view of information

Faster Customer Acquisition

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

Improve Renewals

Run personalised campaigns driven by integrated data

Identify the right customers for renewal and reinstatement based on the internal and external data available

Customer Module

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

Sales module

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

Marketing Module

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

Service Module

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

Insurance Module

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

Arrange your Customer Management Demo