CRM for the insurance industry
AdInsure.CRM

Insure your business with a custom-made CRM solution for the insurance industry.

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From a policy-centric view
to customer centricity

At Adacta we understand the insurance business. Our team of 200 insurance experts has 10 years of experiences implementing business solutions to help insurance companies improve their business. We used the Microsoft Dynamics CRM solution and our expertise in insurance to develop AdInsure.CRM – custom made CRM solution for the insurance industry.

How can an insurance company benefit from implementing AdInsure.CRM?
  • Connect marketing, sales, and customer service and improve the effectiveness of each
  • Track customer activities at all touch points
  • Access the customer through a single, 360° customer view and adapt the view for marketing, sales, and customer service department
  • Manage, control, and measure KPI‘s for sales, marketing, and customer service
  • Gain control over cost management: reduce operational costs and optimize resources
  • Enjoy control over customer retention in the highly competitive and ever-changing insurance industry
  • Gain a flexible solution, applicable for different business models (on premises, cloud, hosting)
  • Be mobile and still have a control over your work and your customers

7 modules
for one solution

3 basic CRM modules and 4 additional modules, for getting the best out of your business.

CRM for insurance features

Be one step ahead of your customer with easy to follow 360° customer view and 6 outstanding AdInsure.CRM features.

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Single 360° Customer View

A truly 360-degree customer view, customizable for sales, marketing, and customer service.

Next Best Action

A suggestion to an agent in the field or in the call center regarding the customer’s best course of action.

Win Back Scenario

For offers that were not successfully completed, it‘s time to contact the customer and prepare a new, better offer. And win him back

Centralized Communication

All communication with customers in a single pane.

Next Best Offer

Next best offer is all about new business opportunities. It is a suggestion of a concrete activity with defined priority and expected completion dates.

Tracking Customer Response

How satisfied is your customer with issuing policy, underwriting or claims handling process. Track, learn and improve customer satisfaction.

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AdInsure.CRM Product Brochure:

Discover how can an insurance company benefit from recognizing customer's key life events and see examples of tracking sales and marketing performance.

Why Microsoft Dynamics CRM

"Independent analytics and CRM publications recognize Microsoft Dynamics CRM as a leader among CRM solutions on the market due to the available functionalities which can be easily upgraded, tracking customer interaction on the both, traditional and digital channels, availability from anytime and anywhere, as well as full due to the integration with other Microsoft solutions, like Office, Power BI, Skype or Sharepoint."

Tatjana Lukić, Regional Director, Microsoft Business Solutions - Adriatics, Balkans, Baltics & CIS at Microsoft

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Customer evidence

Case study | Axa Osiguranje

Solution: CRM | Products: AdInsure.CRM | Industry: Insurance

"AXA Osiguranje“ is a member of AXA Group, a global leader in the field of insurance. AXA Group is a worldwide leader in insurance and asset management, with 161,000 employees serving 103 million...

View case study

Adacta‘s references in the insurance industry

18 insurance companies in 9 countries use Adacta’s insurance related expertise and solutions to run their business.

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