With a 360° customer view, all information about your customers and their products are at hand.

Insurance Company Management will help you and provide significant benefits if you want to increase your efficiency and increase operational profitability in the conditions of increasing competition. Insurance companies are known to significantly reduce the risk of customers who are satisfied with the service they provide.

Developed by Advocotek on SuiteCRM, “Insurance Company Management” is shaped according to your company’s needs.

SuiteCRM Insurance Package Contents:

Requests: You can follow up customer requests coming from channels such as social media, website, e-mail. Never miss a request with automatic request generation, escalation and reporting.

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Calls: Call center integration is provided as “incoming call management” and “outgoing call management”.

for incoming call

  • Incoming call to physical or soft phone is answered by pressing the button on the screen,
  • Automatically find Customer, Contact, Potential from phone number

For an outgoing call, the customer’s phone is dialed by pressing a single button,

Surveys: You can create and direct survey templates to your customers, staff or all your other connections, get answers to your survey questions, either as text or as ratings, and report them.

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Service Points: You can add information and photos of your service points. You can view it on the map with Google maps integration.

SMS/Whatsapp: You can send personalized, name-specific campaigns and bulk SMS/Whatsapp for information purposes to your contacts in the customer management section. In addition, it is also possible to send a personalized message to the contacts registered in your database on their special days or on any subject you want to inform.

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Offers: Send your offers without delay and follow them instantly. Offer templates are prepared completely for you in accordance with your business dynamics.

Opportunities: You record all the requests from your potential and existing customers and manage the sales processes from the beginning to the end of the sale.

Campaigns: With the Campaigns module, you can create marketing or survey campaigns for potential or existing customers.

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Our experts are ready to help you for solutions suitable for your company.