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.
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.
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.
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.
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.
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.
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.
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.
Kapture Cloud-Based Customer Relationship Management Software is a stand-alone CRM Software for centralizing Operations. We are a CRM Software Company for India, United States, and other Countries, and we provide a host of tools and solutions including the Sales CRM suite, and Mobile CRM App for smart on field sales operations. We offer advanced CRM Tools and Solutions, prominent among which is our FMCG CRM for the FMCG Industry that helps consolidate distribution and inventory on one platform.
Kapture CRM is a device-independent platform offering the fastest go-live spanning between 30 to 60 days. Our Omnichannel Solution for Sales and Service and versatile API Integration has garnered the love of 500+ Customers.
Kapture is a product owned by Media Network Pvt. Ltd. (India)
The banking and insurance management software helps you manage your entire insurance schemes and team operations through a single cloud-based system.
Within the banking CRM Software, you can manage your entire banking operations within a single platform. Essentially, the CRM in insurance industry gives you a competitive edge in the financial management market.
Here are some of the unique benefits of having insurance management software.
1. Manage the field team – By utilizing the crm software for insurance agents, the field team can better meet their responsibilities on a daily basis. This involves distributing leads between agents and easily collaborating with the entire team.
2. Better prospect management – With the CRM in insurance industry, you can proactively engage with your prospects to achieve more conversions.
3. Managing documents – Now you can easily access any insurance related details through a cloud-based document management system within the banking CRM software.
In short, the CRM software for insurance companies can simplify and streamline the entire stream of operation to achieve better outcomes.