CRM for the insurance industry
Insurance.CRM

Insurance.CRM is a custom-made CRM solution developed for the insurance industry with an aim to better manage customer interactions and streamline processes throughout the insurance company.

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From 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 365 solution and our expertise in insurance to develop Insurance.CRM – custom made CRM solution for the insurance industry.

How can an insurance company benefit from implementing Insurance.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

Customer life cycle

You can start with what you need for your business today and gradually build up your Insurance.CRM ecosystem according to your needs, budget and priorities.

Supported modules

Modern, end-to-end CRM solution for your sales, marketing and customer care activities.

Sales force automation

  • Single 360° customer view
  • Sales force automation
  • Cross and up-sell recommendations
  • Mobile support
  • Monitoring sales perfomance in real time

Marketing module

  • Targeted campaigns based on detailed segmentation rules
  • Efficient exploitation of communication channels
  • Acquisition of new potential customers
  • Measuring marketing impact on sales
  • Support for loyalty programs

Customer service module

  • A single entry point for clients
  • Case classification and routing rules
  • Omni-Channel support
  • Mobile support
  • Cases resolution based on SLA definitions

Module for business processes

  • B2C and B2B sales processes
  • Claims resolution process
  • Collection management process
  • Nurturing processes

Module for external sales network

  • Sales process support for external contractors
  • Effective business communication with Sales Contractors
  • Referrals process support

Module for customers

  • Self-care portal
  • Access to insurance policies, coverages, claims
  • Case, claims, and new inquiry requests
  • Monitoring the progress of business events
  • Effective communication channel for customers

CRM integration module

  • Efficient integration with existing IT environment via Scribe professional interface
  • Web services
  • Two-way synchronization of data

Insurance.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.

Insurance.CRM 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.

Related content

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Customer evidence

Case study | Wiener Städtische, Vienna Insurance Group

Solution: CRM | Products: Dynamics 365, Insurance.CRM | Industry: Insurance

Wiener Städtische Insurance Company has been operating in the Serbian market since February 2003. Over 1,200 employees at more than 40 branch offices, operating units and sales points in 40 cities and towns...

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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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Need more information? Get in touch with our sales representative in your nearest region.

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