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CRM for Insurance

In IDIT™ the customer is always at the center! IDIT™ provides an infrastructure to maintain and nurture direct contact with the individual customer. Each individual or company in contact with the organization is managed in a comprehensive yet friendly customer management system, which supports multiple roles such as: client, claimant, service provider, etc.

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



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