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Insurance industry is one of the ever growing industry. The wants are perennial in terms of new concepts with high risk coverage and high returns. The industry explodes in a big way with high level of competition. Naturally this sector would have be nutured with Information Technology to be on par with the expectations of the clients requirement.
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Every activity is very critical in terms of risks and repercussion of the policy holder and the company. An application has to pass through different stages right from receiving of application to issue of policy certificate. Follow up each application stage wise, agent wise and company wise is a really challenging task which was very efficiently handled through user friendly input and reporting screens
We have a dedicated team who are exclusively involved in the insurance industry. Apart from this we do have a consultation team of high calibre who has been giving a constant input and updating our core team with new concepts and new information.
We have now evolved with a extensive Insurance Management System which will deal with three different stages of this industries’s pervasive requirement.
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Marketing strategy – Planning and Execution |
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Pre Sales processing |
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Post Sales Processing |
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Initially we have given a major thrust to the marketing of new products of any insurance sector to reach the intended client. Various advertisement strategy will be accommodated into the system which will be handy for the organisation to adapt to new changes . today one will accept the fact that the most efficient and easy way of reaching the mass is through emails and SMS. The results have proved spell bound and constant fine tuning and enhancements are on the anvil.
Of course pre-sales is very critical and complex. Every agent will be meeting variety of clients with variety of options. Before a sale is executed multiple reminders and alerts are exchanged between the agent and the prospect. Agent needs a smart secretary to put on him to the right task at the right time. Time has to be organised very efficiently so that appointment fixed well in advance has to be adhered to along with emergency adhoc appointments. Our Smart secretary software will provide a conducive atmosphere to the clients to manage his time more efficiently by sending alerts and reminders at the right time. This will enable him keep up his schedule without being missed on any account.
Finally the Post Sales processing normally called the After Sales Service is efficiently managed by predefined modules. There are multiple stages involved in between the application receipt and the actual delivery of the policy to the client. Every step involves an internal processing or a third party involvement. Hence tracking of an application before it gets executed is really complex and challenging. Data capture has to be done in each and every stage to ensure no pilferage of data which is critical to processing of the application is every left out un-noticed.
Main Features:
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User friendly screens for administrative settings |
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Schedules can be fixed with much ease |
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Multiple schedules for each task can be maintained |
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Mail and SMS alert can be enabled for instant alerts |
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Free time alerts can be set for efficient TIME MANAGEMENT |
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Online update of Status of application |
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Online retrieval of Status of Application |
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SMS reply for Status of Application |
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Auto Mail confirmation on completion of each stage of Application |
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Policy advice on SMS and Mail |
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With many more innovative approaches this industry requirement is fulfilled in all respects. The clients decides what he needs and gets whatever he needs. The target market is not only the agents with systems and lap tops. This is mainly focussed on Clients without systems and any knowledge about system to efficiently handle high end elite customers through Mobile Technology. This is a great boon to non computer savvy and the unaffordable mass. |
