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.

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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:

  • Sales optimisation, gather insights for sales opportunities
  • Develop dynamic marketing lists to easily identify clients missing certain types of insurance policies
  • 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