Insurance

CRM for customer management

• A single customer base with a detailed history of interactions
• Automated creation of insurance policies
• Manage inquiries, appeals and complaints

• Built-in communication system (email, SMS, chatbots)

Insurance product management

• Flexible customization of insurance programs (hull insurance, MTPL, health, property insurance, etc.)
• Automatic generation of insurance policies and contracts
• Manage rates, discounts, and special offers
• Integration with banks and partners for cross-selling

Automation of the policy issuance process

• Automatically send documents to customers
• Generation and printing of electronic policies
• Integration with electronic signature

Managing claims and loss adjustment

• Acceptance of applications for insured events
• Automated calculation of compensation
• Control over the stages of insurance claims processing

• Integration with loss assessment services

Financial accounting and analytics

• Control of insurance premium payments
• Accounts receivable management
• Automatic generation of financial reports

• Integration with accounting systems

Sales and marketing automation

• Lead generation and application processing system
• E-mail and SMS newsletters for customers
• Automated cross-selling and upselling

• Sales performance analytics

Manage agents and partners

• Accounting for agency agreements and commission payments
• Monitoring the productivity of agents and brokers

• Automated reporting on partners

Integration with external services

• API for connecting banks, medical institutions, and loss assessors
• Integration with payment systems
• Connection to state registers

Analytics and reporting

• Dashboards with key business indicators
• Risk forecasting and analysis of insured events
• Sales, customer, and profitability analytics