CRM for insurance is a software solution customized to the sole requirements of the insurance industry. CRM capabilities enable the insurance enterprise to focus on and respond to the evolving needs of its customers and to ensure efficiency and precision in all customer-related aspects, such as:
- Affinity and club members
- Full, detailed history of customer contacts, events, policies, claims
- Customer & prospect management
- Customer-centric profiling & orientation
- Customer status & portfolio
- Multinational call center
The client-centric approach of IDIT™ assures that contacts are
entered into the system only once, while the system maintains
a complete history of related activities & provides holistic
views of the contact’s status at all times
