Customer Management
Complete 360° CRM system designed specifically for insurance agencies. Manage your entire customer lifecycle from onboarding to policy renewals with powerful automation and insights.
What is Customer Management?
Our Customer Management module is a comprehensive CRM system built specifically for insurance businesses. It handles everything from customer onboarding and document verification to family group management and customer portal access.
Key Features
Customer Onboarding
Streamlined onboarding process with automated verification workflows and WhatsApp welcome messages.
Document Management
Centralized document storage for KYC, identity proofs, address proofs with secure cloud storage.
Family Groups
Group family members together for shared policy access and consolidated family management.
Verification Workflows
Multi-step verification process with status tracking and automated notifications.
Customer Portal
Self-service portal access for customers to view policies, download documents, and track claims.
Advanced Search & Export
Powerful search filters and bulk export capabilities for reporting and analysis.
Why It Matters
Save Time
Reduce customer onboarding time by 60% with automated workflows and document verification.
Increase Retention
Better customer experience leads to higher retention rates and more referrals.
Ensure Compliance
Stay compliant with KYC regulations and maintain complete audit trails.
Centralize Data
All customer information in one place, accessible from anywhere, anytime.
How It Works
Add Customer
Create customer profile with basic details and contact information.
Upload Documents
Collect and store KYC documents securely in the cloud.
Verify & Approve
Complete verification workflow with automated notifications.
Grant Portal Access
Provide customer portal credentials for self-service access.
Related Features
Customer Portal
Self-service portal for policy viewing, document downloads, and claims tracking.
Learn More →Ready to Transform Your Customer Management?
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