A customised Insurance business solution CRM to assist the executives of a boutique insurance firm better manage its operations. With offices across several countries including Myanmar, Indonesia, Thailand, Philippines, Singapore, it has been a challenge managing the database and clients information when it is needed. Furthermore, in the insurance sector there are many processes that needs to be monitored, such as Renewal of policies, Claims process, Commission payable, Case officer reports ..etc. There were also concerns on security of information, therefore the roles of the staffs will determine which countries clients are visible or not.
With this system in place, the key executives are able to assign work tasks more efficiently and monitor progress whenever they want to.
Company / Agency Name: Insurance Agent CRM Location: Singapore