Custom CRM for InsureTech
Insurance Workflow Automation Platform
Overview
InsureTech needed a customized CRM solution that could handle their unique insurance workflows and integrate with legacy systems. We developed a tailored platform that automated client onboarding, policy management, and claims processing, increasing agent productivity by 47%.
The Challenge
InsureTech struggled with inefficient, manual workflows that slowed down their operations and created a poor experience for both agents and clients. Their existing systems couldn't handle their specialized insurance processes and required extensive manual intervention.
Our Solution
We built a custom CRM solution tailored specifically to their insurance workflows, with automated policy management, client onboarding, and claims processing. The system included a client portal for self-service capabilities and integrated seamlessly with their legacy systems.
Results
The solution increased agent productivity by 47%, reduced client onboarding time by 68%, decreased processing errors by 35%, and achieved a 98% user adoption rate. The platform's automation capabilities freed up agents to focus on high-value client interactions rather than paperwork.
Key Outcomes
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