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INSURANCE COMPANIES

INSURANCE COMPANIES

We offer full digital management and automation solutions for insurance companies, increasing team efficiency, reducing human error, and ensuring transparent processes.

Lead Generation

Collect leads from various sources: website forms, calls, email, social media, and advertising campaigns. Automated profiles are created and passed to the sales team for consistent management.

Widget Chat-Bot & Channel Setup

Deployment of interactive chat-bots for automated responses, lead collection directly into CRM, and 24/7 customer support without additional staff requirements.

Sales, Claims & Renewals

Automated blocks for insurance products including CASCO, CMTPL (APPA), health, and travel insurance. Full automation from initial sale to claim processing and contract renewal.

Department & Document Workflow

Seamless cross-departmental collaboration with automated document processing, multi-level approval chains, and real-time process tracking and reporting.

Automatic Contract Generation

End-to-end automation of the documentation lifecycle: generating new policies, managing renewals, and handling extensions without manual data entry.

Internal Processes & HR Block

Staff management including hiring/termination, automated performance evaluations, knowledge base creation for new employees, and integrated internal communication tools.

Database Organization

Centralized collection and organization of all customer and transaction data, providing easy access and deep analytical capabilities.

Integrations

Full ecosystem integration: Call Center (call recording and CRM linking), Mail (automated claim notifications), SMS (contract status alerts), and specialized insurance systems (IMEX & Lite).