Client Relationship Management System
We have provided the world’s leading insurance providers with customer management software that is people centric. Customer management in the insurance industry involves myriad workflows, including leads, proposals, policy history, claims history, and more. We are committed to innovating and creating products that minimise manual intervention in insurance processes, allowing your business to centre your customers.
Our CRM module is built to be available both as a module for the sole purpose of customer management and also has the ability to integrate seamlessly into our insurance ERP softwares. This functionality allows us to deploy the product with unmatched speed to market, reducing downtime and improving operational efficiency.
Taking Your Business to
the Next Level
360° Customer View
Gain relevant insights from customer data at your fingertips.
Leads Management
Manage leads with comprehensive data and actionable process management.
Reports
Automatic report generation for prompt data-driven decision making.
Real Time Alerts
Built in comprehensive CDD workflows allow for detailed client screening, verification, and risk assessment. The module runs automated PEP (Politically Exposed Person) and sanctions list checks for compliance with local and international standards.
Risk-Based Transaction Monitoring
The module is equipped with advanced algorithms that analyse customer behaviours, detect unusual patterns, and flag suspicious transactions. Risk scoring tailored for insurance products helps risk managers review cases promptly and efficiently manage caseload based on priority.
Real-Time Reporting
Our system allows you to generate detailed, real-time reports for internal communications and regulatory authorities with just a few clicks, with editing capabilities for admins with relevant credentials, the system makes it easier to accurately represent report data.
Case Management Tools
The module offers an easily accessible case management system for flagged transactions, making investigation, issue discovery, and resolution prompt. Task assignment, status tracking, and resolution timelines are available for the compliance team to address reviews without significant time consumption for manual issue discovery.
Audit Trails
The system records audit trails for all transactions and compliance checks, enabling accountability and easy access to relevant data during audits. Report generation is made simpler and more informative with a specialised workflow for audit processes.
Third- Party Database Integration
The module seamlessly connects with global databases, including OTAF, FATF, and other relevant regional databases to continuously monitor transactions that may be made by persons that match a high risk profile.