Customer
Global Insurance Brokers
Sector
Insurance
Project
Policy Management and Automated Renewal CRM
Service
SuiteCRM-based policy and claims management.
Solution
Automating policy renewals, premium calculations, and claims tracking within a single platform.
Customer
An international insurance brokerage firm.
Project
Digitalizing the policy lifecycle to reduce manual workload and prevent missed renewals.
Scope
Policy tracking, automated reminders, and claims workflow.
Features
- Automated email/SMS reminders 30 days before policy expiration.
- Cross-selling recommendation engine based on customer profile.
Result
Policy renewal rates increased by 18% and manual administrative tasks were reduced by 50%.
