Lead Capture & Deduplication
Forms, imports, referrals; dedupe/merge and assignments.
Grow distribution and delight customers with a CRM tailored for insurers: leads & campaigns, agent/broker 360, policyholder 360, opportunity & pipeline, activities & CTI, omnichannel communications, journeys & tasks, upsell/cross‑sell, and service handoffs — integrated with PAS/Claims/Billing and data warehouse.
Forms, imports, referrals; dedupe/merge and assignments.
Email/WA/SMS pushes, audiences/segments, journeys, and A/B hooks.
Stages, probability, quotes/proposals, and tasks/next best actions.
Policies, claims, billing, interactions, consents, and documents.
Licences, ranks, performance, pipeline, tasks, and compliance checks.
Calls/meetings/tasks with reminders; team calendars and SLAs.
Click‑to‑call, screen‑pop, call recording; Email/WA/SMS inbox with templates.
Quote request handoff, proposal templates, approvals, and e‑sign.
Propensity rules, campaigns, and product eligibility in‑journey.
Tickets/complaints, address changes, and claims FNOL handoffs.
Leads, conversion, pipeline, activities, and retention.
PAS/Claims/Billing, CTI, email/WA/SMS providers, DWH/BI, and portals.
Automated lead capture and guided pipelines improve hit ratios.
Proactive churn signals and cross‑sell offers based on 360 data.
CTI and templates reduce handle time; calendar SLAs keep teams on track.
Single source of truth across sales, marketing, and service.
Consent and interaction history for regulators and internal audit.
Real‑time dashboards from campaign to policy and retention.