CiS integrates seamlessly with Microsoft Dynamics CRM, and together provide the following features:
Manage your insurance customers
- Provide a central system for all staff and intermediaries involved in insurance sales and servicing of customers
- Enable following up leads and referrals
- Administer sales, marketing or communication campaigns
Single customer View
The CRM provides a complete view of your relationship with the customer across all product lines, claims, payments and communications. At a glance an operator can view:
Recent Customer Interactions
- Customers Active policies and covers
- All claims made by the customer and their status
- Payment history and current status
- Customer Key Performance Indicators
Targeted & Effective Marketing campaigns
Combining the sales power of Microsoft CRM and CiS Policy management you can produce targeted and effective sales and marketing campaigns
- Natural-language queries to automate the segmenting of prospects, leads or customers
- Rule-based mail-merge capabilities can be utilised to initiate a marketing campaign with mass communication
- The performance of each campaign can be tracked and measured with built-in KPIs
- Defined effective and proven campaign templates for your use
