INFOMAN eCRM Insurance is a web-based Insurance Renewal CRM built to automate, monitor, and optimize the entire insurance renewal lifecycle — from data management to conversion tracking to back-office reconciliation. It pulls all your customer information and gives your tele-caller the data they need to reach out to customers. It has dialer, WhatsApp and RCS integration and a follow-up process to increase customer retention.
Customer Relationship Management
Insurance Renewal CRM
. Maximize Insurance Conversions. Automate Follow-Ups. Eliminate Leakage.
Benefits
of using INFOMAN eCRM Insurance Renewal
Centralise Multi-brand Data
Centralise all contact, vehicle information across multiple systems
Increase Customer Lifetime Value
Single view for viewing complete customer engagement
Optimise Resource Cost
Increase speed with Dialer assisted calling
Overcome Competition
Improve conversion speed using WhatsApp and RCS
Reduce Marketing Cost
Use existing database to regenerate renewal leads at no cost.
Centralise Follow-up
Monitor follow-up centrally in one application
Ready to Get Started
Request a demo of INFOMAN eCRM Insurance to see how it can help your business? Understand how we help you boost revenues and better the performance of your team.
Features
of INFOMAN eCRM Insurance
Renewal Management
with Smart Premium Calculator
- Built-in Premium Calculator (IDV, NCB, OD Discount, Zero Depreciation)
- Automatic follow-up plans 45/60 days before expiry
- Clear closure tracking: Bought, Lost, DNC
- Complete previous insurance history during follow-ups
Intelligent Follow-Up
& Communication
- Pre-scheduled WhatsApp, SMS & Email renewal reminders
- Valid-number SMS & DNC filtering for efficient calling
- Multilingual Automatic Thank You message on payment receipt
- Instant customer details on inbound calls
Performance Monitoring
For Telecallers
- Track calls assigned vs completed
- Reports for management, executives, insurance companywise
- Payments, payouts & commission tracking
- Free coupon management with policy dispatch
Dialer and IVR Integration
For Incoming and Outgoing Call
- Record and Audit calls for improved customer experience
- Simplify Calling process to increase calls per day
- Improve Customer Experience for incoming IVR Calls
- Intelligent Dashboard to show calling performance
Whatsapp Integration
Automate customer engagement and experience
- Send Whatsapp Campaigns based on customised data on 100+ parameter
- Send Automated Whatsapp Messages based on a workflow you design
- Send Multiple Whatsapp Format Templates depending on the Marketing Needs
- View Messages and Send Replies within the same application
Blog and News
ACS TECHBytes
<p class=”entry-title”>Driving Sales Forward : The dual power of WhatsApp & Dashboards in PreSales</p>
<p class=”entry-title”>Digital tools have changed the Car Buying Experience forever</p>
<p class=”entry-title”>Is your enquiry management Cost efficient & aggressively monitored for conversion ?</p>
<p class=”entry-title”>From Footfall to Doorstep Sale</p>
TESTIMONIALS
Clients Say About ACS
Customers
Providing Service in more than 140+ cities of India
25
Experience
600
Customers
800
Implementations
18000
Application Users
Book your Demo
Contact Our Experts
We will understand your requirement to advise the right implementation path.