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CRM SOLUTION CUSTOM-BUILT FOR INSURANCE


IMPROVE SALES PROCESSES


Our sales solution helps you manage your sales pipeline better and caters to retail as well as corporate / group sales, life covers and non-life products.



PROVIDE EFFICIENT SERVICE


Our customer service solution is tailor-made for insurance and includes real-time-integrations with policy management systems, enabling straight-through processes and much more.


ENSURE CUSTOMER RETENTION


Our customer profiler helps you understand your customers and their preferences, manage customer experiences across channels and improve retention.



NURTURE TIES WITH PARTNERS


Our solution helps you take care of your extended sales ecosystem, manage distributor recruitment, and monitor agent training and onboarding.


OUR SALES SOLUTION

 

The sales management module caters to a wide range of sales requirements ranging from quick retail sales to long-cycle corporate sales.

 


REDUCE CUSTOMER ACQUISITION COST


Specifically designed workflows, business processes, templates, and best-practices helps you reduce your time to sell. You can reach out faster and more effectively to your customers and ensure that all requirements are met the first time around. This increases customer satisfaction and confidence while improving your bottom-line.



COLLABORATE TO INCREASE CLOSURE RATES


Our collaboration platform ensures that all stakeholders (customers, partners, sales team, management, sales support) are always connected, can share crucial information on the go, and take real-time decisions. Our business process engine monitors all engagements and escalates in case of any deviation. This ensures that you are always on top of your sales engagements.


MANAGE CHANNEL SALES EFFECTIVELY


Channel sales forms a significant share of your business. Ensure effective channel sales by extending the sales solution through a mobile-friendly partner portal. Use our partner management module to engage with partners, address their needs, and help them succeed.



ANALYZE SALES PERFORMANCE


 

Our solution comes with prebuilt dashboards and reports to measure all aspect of sales. Realtime dashboards available on tablets and mobile devices ensure that the management is always aware of the sales performance. Easy drill-down and analysis options ensure that managers can derive their own insight.


OUR SOLUTION FOR CUSTOMER SERVICE

The customer service engine is built specifically to process claims, manage renewals and collections efficiently.

 

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STRAIGHT- THROUGH SERVICE PROCESSING

 

Each insurance service request (surrender, switch, top-up etc.) is unique. To handle them effectively we need special processes with validations, real-time integration etc. built in. C Centric’s service module for insurance has 40+ such service processes pre-prebuilt, to ensure quicker and effective resolution and higher customer satisfaction.


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OMNI-CHANNEL SUPPORT


 

Let customers reach out to you through their preferred channel. Our solution integrates ALL channels through an unified and seamless service process. Email, phone, CTI, SMS, websites, regulatory systems, portals, chat tools, social media, partner sites, branches, kiosks – whatever is the channel of communication, rest assured that our solution has got it covered.

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COMMUNICATE EFFECTIVELY


 

Service excellence is all about effective and timely communication with customers. Our solution allows you to define your custom communication process for all service types, media, customer type, for each stage of the service management cycle. Communication to customers, associated partners, and service management team is automated based on the business process set.


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MANAGE CUSTOMER EXPERIENCES


 

Our Voice of Customer modules help you listen to your customer. Our feedback management solution takes feedback at relevant stages in the customer engagement cycle, analyze the feedback and comes up with call-to-actions. Social engagement and monitoring modules helps monitor social chatter and take appropriate actions.


IMPROVE CUSTOMER RETENTION

 

Cost of customer acquisition is high. Our solution ensures that you keep and grow your existing customers.

 

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DEFINE YOUR CUSTOMER DATA MAP

 

Unique profiler solution allows you to capture the right information about the customer at the right time. You can define the sequence of information capture, score the information based on relevance and importance.


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GENERATE CUSTOMER ONE-VIEW


 Critical customer and policy related information are grouped and presented in a manner to help you move away from a policy-centric to customer-centric service strategy.

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ENSURE TIMELY RENEWALS


 Custom-built renewal and collection management solution manages the entire collection process - generation of automatic renewal notification, automatic assignment of renewal opportunities to the right team, monitoring the process of engagement and adherence to internal TAT.


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CROSS-SELL EFFECTIVELY


 With a configurable rule engine, drive up cross-selling opportunities through auto recommendations derived by tracking data with customer one-view. Monitor closure against the recommendations generated and optimize cross-sell process.

 
 

 

 

CULTIVATE LASTING RELATIONSHIPS WITH PARTNERS

 

You grow when your partners perform. Help them grow with the best-in-class CRM solutions.

 

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MANAGE AGENT RECRUITMENT & TRAINING

 

Manage the process of agent recruitment, onboarding, training and certification effectively. Reduce cost overheads, hire the right people and improve overall productivity.


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MONITOR PARTNER PERFORMANCE


 

Performance management tool helps you define performance metrics and monitor performance against predefined targets. Use our gamification engine to run contests and campaigns to promote healthy competition.

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ENGAGE EFFECTIVELY WITH PARTNERS


 Classify partners, set an engagement plan depending on partner type, interact with the partners on a regular basis and cater to their issues and complaints.


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EXTEND CRM TO PARTNERS


 

Integrate partners into your customer facing processes. Facilitate lead sharing and seamless monitoring of progress. It’s a win-win for your organization and your partners.

 

 

 

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OUR HAPPY CUSTOMERS