CRM for Insurance Renewal

Mobile responsive CRM to enable ‘Work from Home’
Drive Active Renewals or Winback (Break-in)
‘Click to Call’ to make the team efficient.
Personalized WhatsApp – In Hindi, English or any regional language
SMS Payment links, reminders and more.
Upload and Share Policy Proposal and Quotations


Field Force Automation

Android app to empower the Insurance Field Team.
Manage field appointments for Payment Collection, Policy Drop and Blind Visits.
Geo Attendance - Manage Sign-in and Sign-out time.
LIVE Location Sharing- Assign tasks on the go.
Upload pictures of Car, Payment Details, Policy Copy etc.
LIVE reports of payment collections and tasks.


CRM for Service Appointment

Schedule Pick-up or Walk-in appointments through Call, SMS, Email & WhatsApp.
Segmented Offers and Promotions – Based on Service & Billing history.
Followup Notifications.
Improve retention for FREE & PAID Service
Referral & Upsell - Extended Warranty (EW), RSA & VAS.
FREE RoboCall App – Broadcast your voice message to all customers


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