Insurance CRM
Our full insurance CRM includes a workflow document processing system to manage all customer acquisition and claims handling processes.
Traditionally, team members process insurance documents manually, which often leads to inefficiencies and isn’t as cost-effective as modern tech solutions.
End-to-end automation allows you to eliminate unnecessary costs, reduce form-processing cycle time, increase productivity, and provide best-in-class customer service.
Our advanced CRM combines AI, automation, and analytics to ensure your processes are fully streamlined and cost-efficient
Crosure Insurance CRM
- Increase efficiency by automating the onboarding of all parties involved in your business processes through Smart Folders and APIs.
- Boost customer retention by improving response times. Listen to all digital channels, and recognise, classify, and process all incoming forms immediately. Intelligent data capture from documents means zero manual entry of data.
- Rapidly customise Workflows to reflect your requirements and ensure compliance with local regulations and customer policy documentation.
- Ensure a single source of truth for all your sales and customer support activities, sharing insurance product and policy information with other CRM and partner systems.
- Push promotions and rewards to your customers via all supported channels based on manual or AI-based criteria and propagate these rewards to CMS and other frontend channels.
Crosure Insurance CRM: Take your place at the forefront of the insurance tech transformation
Work with us for a win-win digital insurance solution
Unlike many providers, we don’t just create your platform and leave you to it. We’re here for the long haul. We help you implement the technology and maximise its potential.
In fact, other than a minimal calibration fee, our payment is results-oriented. We get paid when you’re successful.
Contact
Set up a call to talk through the specific requirements of your business. You’ll choose the modules you need from our product suite and we’ll create a bespoke plan for customisation and implementation.
Customisation
Depending on the scope of the project, we’ll need 1-2 months to calibrate your platform. We have the resources to ensure it starts generating value for your business in the shortest possible time frame.
Collaboration
Upon completion of the implementation, we’ll continue collaborating with your internal team to deliver optimal outcomes. We offer a range of customisable support packages so you can be confident we always have your back.
Streamline customer acquisition and boost customer retention with the Crosure Insurance CRM
CanadaHQ
Company Number:
1232649-3
Registered office:
1 Rideau St.
Suite 700
Ottawa
Ontario K1N 8S7
United Kingdom
Company Number:
11076711
Registered office:
Nine Hills Road
Cambridge
England
CB2 1GE