InsureCRM
We have provided IT support to many insurance brokers and underwriters over the past 20+ years and have a deep knowledge of their internal systems and processes. Let us help you get more from your current insurance platform.
![](https://itlogic.com.au/itlogic_uploads/2024/04/insurecrm-main.png)
About InsureCRM
Get More from Your Insurance Platform
We have developed InsureCRM based on Microsoft Dynamics 365 that can be integrated with any insurance system and provide you with a full CRM platform. You can use InsureCRM to:
- Track all emails sent to clients along with attachments and phone calls
- Create email marketing campaigns targeting specific client subsets
- Report on clients insurance policies in new and unique ways and in visual formats not previously available
- Provide a better way to manage insurance Claims
- Client Portal - provide your clients easy access to key documents like a Certificate of Currency and PDS, along with key policy and claims details
How We Can Help
Drive Revenue Growth - Business Process Automation
InsureCRM will provide you with:
Revenue Growth
- Sales optimisation, gather insights for sales opportunities
- Develop dynamic marketing lists to easily identify clients missing certain types of insurance policies
Business Process Automation
- Reduce effort required for manual processes (e.g. renewals, claims).
- Reduce Risk & Compliance exposure by automating required governance
Core Features
Check the key features of InsureCRM
![](https://itlogic.com.au/itlogic_uploads/2024/04/slider-1.png)
![](https://itlogic.com.au/itlogic_uploads/2024/04/Screenshot-Activities.png)