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CRM for Insurers and Insurance Brokerages

Ignify’s solution for Insurers and Insurance Brokerages & Agents provides a comprehensive solution that allows for sales pipeline management for new policies, customer relationship management with a 360 degree view of the customer, claims management, policy renewals and activity management. The solution is built on modern architecture using Microsoft Dynamics CRM, platform which provides for enterprise-level scalability, web, Outlook and mobile access, and a very flexible platform for making changes.

Ignify Insurance Solution

Ignify Insurance Solution provides comprehensive insurance functionality including New Policy Pipeline, Sales Goals Vs. Actuals, Claims Management and Activity & Task Management.

Sales Pipeline Management for New Policies

Sales Pipeline Management for New Policies

  • Track sales pipeline by producer and insurance carrier
  • Track won/loss ratio and ability to win against competitors
  • Setup Sales Targets for producers and track progress against sales targets

Robust Sales Process to Improve Producer Effectiveness and Agent Productivity

  • Insurance process manager automatically creates activities for the producer that guides them through the process to increase sales effectiveness.
  • Automatic alerts for sales managers when agents do not complete tasks assigned to them
  • Generation of quotes and responses to RFP with accurate pricing for the policies to generate new clients
  • Up-sell, cross-sell other insurance products to existing clients
  • Develop appropriate, targeted marketing campaigns to different client segments

Improve producer productivity

Improve producer productivity by providing automated activities to be completed based on the state a new policy is in.

Extensive Life and Non-Life Insurance Policy Management

Extensive Life Management

Empower customer service representatives and insurance agents by providing information at their fingertips on active policies, upcoming renewals and policy premiums

  • Support for both life and non-life (Auto, Theft, Accident, Health, etc.) policies
  • Create policies from carriers through import or Integration with Carriers
  • View policy exclusions on a policy
  • Record deductibles, premiums and coverage on a policy.
  • Renewal of policies with ability to carry over deductibles, premiums from one period to another.

Non-Life Insurance Policy Management

Improve Customer Satisfaction

  • Agents get a complete view of a customer relationship including all scheduled and past interactions, such as phone calls, emails, meetings and other activities.
  • Customer service representatives and producers can view Active and Expired Policies for a customer with deductibles, premiums and expiration / renewal dates.

Improve Customer Satisfaction

  • Create and support cases by policy, client, producer or contact
  • Knowledge base with suggestions on the articles that is likely to solve the issue
  • Store electronic documents including policies on the client and policy record

Record and Manage Claims

  • Differentiate yourself from other insurance brokerages by recording claims from customers, and track claim from claim report to final status of a claim.
  • Record payout dates of any payments made by the insurer
  • Ability to see claim history at any point for your customer base

Record and Manage Claims

Marketing Campaigns and Lead Management

  • Setup multiple marketing campaigns with ability to create planning activities and campaign budget
  • Distribute campaign activity e.g. phone calls, meetings to sales persons
  • Log campaign responses  with codes with ability to promote a response to an opportunity
  • Measure effectiveness and ROI of campaigns and compare budget to actuals
  • Automated Email campaigns for policy renewals, birthdays and other events
  • Tie promotions and products to campaigns measure revenue generated from campaigns
  • Measure campaign effectiveness by channel
  • Track Leads by channel
  • Qualify or disqualify leads and promote to opportunities
  • Track completion of campaign activities and lead qualification activities by owner.

Marketing Campaigns

Lead Management

Comprehensive Reporting

  • Ability to modify existing dashboards and create new dashboards
  • Ability to build reports very easily through a report wizard
  • Export reports to Excel, Word, PDF
  • Schedule reports to be automatically emailed
  • On-demand reporting for agent and broker productivity, new business pipeline, customer loyalty
  • Reporting on sales goals vs. targets for agents, producers and brokers.

Comprehensive Reporting

Rich reporting and Dash boarding capability allow sales managers and executives get to information very quickly. Additionally, operational dashboards for sales persons and administrators provide information about their individual goals. Ticklers and alerts ensure team members stay focused on completing their tasks.

For more information please email us at or call us at +1 (866) IGNIFY5.

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Microsoft Gold Certified Partner
Ignify Wins 2013 Microsoft Dynamics Partner of the Year Award
Ignify Wins 2012 Microsoft Dynamics Partner of the Year Award
Ignify Wins 2012 Microsoft Dynamics Partner of the Year Award
Red Herring Ranks Ignify in Global 100 Technology Companies
presidents club 2014
ISO 9001 Certification for Ignify demonstrates excellence
Ignify ranks on the Deloitte Technology Fast 500 list of fastest growing companies in North America for the sixth year in a row
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