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SmartLife

INSURANCE CRM BUILT ON MICROSOFT DYNAMICS/POWERAPPS

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CAPABILITIES & FEATURES

  • Guided Process for Proposal /UW .
  • Comprehensive TAT Analysis
  • Identify Process Bottlenecks .
  • Straight through Processing .
  • Role based access .
  • Automated task assignment .
  • My workplace dashboard to view task assigned .
  • Date and timestamp at every stage of the application with comments .

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    Microsoft Appsource
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    Smart Statz Platform

    Features Selling Easier

    Conquer every stage of the customer journey with Smart Statz CRM completely free CRM at its core the customer They’re powerful alone

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    SmartLife – Insurance CRM with Lead Management, Pre-issuance U/W requirements management, Receipting and Post Issuance

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    Processing Rules

  • Lead entry from multiple sources and automated routing
  • Generate quotes, Benefits illustration

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    Pre-issuance

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    Pre-issuance

  • New Case creation or convert quotes to cases
  • Generate and service U/W requirements
  • Premium Receipts and refunds
  • Automated Case / Application routing to QA, U/W
  • Integration with Document Management System
  • Customer on-boarding

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    Customer Service

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    Customer Service

  • Case creation for different Policy service requests
  • Automated case assignment, allocation to Teams and Queues

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    Customer 360

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    Customer 360

    Single view of customer across leads, proposals/cases, Policies, Claims, Service Requests

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    Latest News

    Articles From Resources & News

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    Startup

    Jumpstart Your Business Entrepreneur Insider

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    Business

    Create Your Business Plan In Half The Time

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    Discount

    Get Heaping Discounts To Books You Love

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