BANKING INSURANCE

Banking Insurance

LEAD MANAGEMENT

Whether it’s an account, a contact, or a policy, manage all important details right from Kapture’s banking CRM software. Identify more client prospects, develop new accounts, sell the right policies to them and track progress, all with a few clicks.

ON-THE-GO INSURANCE

With the right tools, your insurance reps and agents deliver a communication that’s personalized and can be accessed from any device of their choice. Collaborate on online social feeds, streamline service requests and track new opportunities.

MARKETING AUTOMATION

Use marketing techniques like drip campaigns, mass mailers, periodic newsletter and press releases to engage with your contacts. Set trigger-based auto-responders to answer your customers’ questions, right from the banking CRM platform.

INSURANCE FORECASTING

Use real-time reporting to analyze your policies and coverage and estimate future dealings and revenue. Maximize your policy closures by understanding your contacts and accounts, and how likely they are to purchase insurance.

TASK MONITORING

Enjoy a complete view of all service requests submitted through the web, social media channels, emails, and call centers. Prioritize inquiries based on urgency. Ensure the right person is on the case. And do it all on a platform that’s built from the ground-up to help your business prosper.

CUSTOMIZED FLOW

Fit the banking CRM to your insurance business, and get the most out of it using simple automation tools. Custom tools, fields and workflows allows your insurance agents to maximize their productivity and sell more policies.

1-ON-1 CLIENT RELATIONSHIPS

Engage in more rewarding client conversations with smart reminders of important life events. With sales management software, have more meaningful interactions with customers, and seamlessly collaborate with colleagues.

SPEEDY INVOICES

Set and store clear binding requirements for each customer’s insurance policy, and complete contracts by collecting premium and funds. Schedule follow-ups and get automatically notified about due payments right from the cloud banking CRM.

REAL-TIME SUPPORT

Be there for clients at a moment’s notice with video chat and real-time interactions from any device using a banking-on-the-cloud CRM platform. And provide additional peace of mind when they need it most with self-service capabilities for tracking claims.