One platform
to automate insurance workflows and CRM with no-code
Insurance Workflow Map
Insurance agent
Marketing manager
Customer experience
representative
representative
Underwriter
Claims representative
Insurance specialist
HR officer
Sales
Lead management
Streamline lead collection from different sources into a unified database, automate data verification, and craft a custom lead management approach to drive higher conversion rates.
Opportunity management
Manage your opportunities through thorough processes that assist in defining and executing the optimal approach for each prospective client.
Referral management
Track and manage internal and external referrals, and easily create powerful referral programs to generate new business from an existing pool of customers.
Cross-/Up sales recommendations
Drive customer engagement and cultivate lasting relationships by offering personalized value propositions informed by predictive scoring, AI/ML-powered suggestions, and client's previous interactions.
Consultations
Support your insurance agents in managing their daily tasks, customer requests, and communications through a consolidated digital platform that reduces distractions and optimizes productivity.
Marketing
Segmentation
Establish dynamic customer segmentation using various criteria and reach your audience with tailored offers through the appropriate channel at the right time.
Campaign management
Drive effective lead generation and boost brand visibility by developing, executing, and optimizing large-scale omnichannel marketing campaigns across multiple markets and geographies.
Loyalty & reward programs
Increase customer retention with a sophisticated automated loyalty bonus program, unify and control multiple loyalty solutions in a single system, and assess KPIs to ensure continuous growth.
Event management
Refine organizational processes for managing corporate and client events, and capitalize on promising lead pools by executing well-crafted marketing campaigns aimed at industry events and trade shows.
Onboarding
Know your customer
Access an all-encompassing 360-degree view of your customers, featuring their history with your insurance company, current insurance coverage, loyalty programs, and AI-based predictions for upcoming offers and plan improvements.
Engagement analytics
Provide a personalized customer journey experience for each client with an in-depth customer profile analytics, needs analysis, predictive scoring, similar cases suggestions, and other AI-driven insights.
Omnichannel support
Automate processes related to first-time customer onboarding and ongoing support, easily maintain your insurance plans up-to-date, streamline screening and verification routines, speed up approvals, and digitize document management to eliminate errors and maximize customer satisfaction.
Next best action
Maximize customer satisfaction and lifetime value with AI-driven next best action recommendations that help your managers to take the right course of action for each customer.
Underwriting and Verification
Underwriting
Obtain full insight into insurance application data to improve underwriting efficiency and support underwriters with detailed analytics for approving, postponing, denying, or adjusting the final terms.
Approval and verification
Guarantee thorough verification of loan application data using adaptable checklists and automated review and approval workflows. Manage verification queues based on priority, accelerate final approvals by reducing manual data entry, setting reminders, and organizing collateral documents.
Document management
Implement a structured and clear document management system that provides centralized access to customer documents, tracks document versions, removes duplicates, synchronizes documents across various workflows, and offers flexible access rights management.
Creatio’s no-code tools drive Saskatchewan Blue Cross success
Saskatchewan Blue Cross fully transformed their business processes and increased employee performance by 25% with no-code technology
Claims processing
Integrated claims lifecycle management
Automate an insurance claim lifecycle of various types and enforce efficient digital workflows to review, investigate, and resolve claims.
Claims investigation
Collect various customer data from multiple channels, including social media, phone call scripts, third-party investigators, etc. into a single view to simplify investigation processes, prevent fraud, and achieve maximum transparency.
Claims adjustment and appraisal
Digitize claims adjustment workflows and policies to deliver personalized and transparent approach for each client based on the company's best practices, simplify in-field work of your agents with a fully-featured mobile app.
Consultations and customer support
Offer your customers maximum transparency and satisfaction by providing all the data they need to make a better decision on their claim adjustment or changing their insurance products and plans.
Policy administration
Policy automation
Orchestrate and automate insurance policy lifecycle, reduce time-to-market for new insurance products, and tap into collected customer insights to deliver better customer experiences.
Risk management
Effectively manage risk by consolidating diverse risk data in a single system, automating risk management workflows, and applying rich AI models for predictive scoring and intelligent next-best-action suggestions.
Compliance management
Ensure across-the-board data consistency and regulatory compliance.
Policy data consolidation, integration, and synchronization
Achieve perfect transparency and efficiency by consolidating multiple policy administration apps and data stores into a single environment.
Employee experience
Employee lifecycle management
Implement cohesive HR workflows to manage employees effectively, ensuring transparency and efficiency across hiring, onboarding, development, retention, and exit stages.
Employee request management
Elevate the employee experience by implementing a user-friendly platform that automates requests for vacation, travel, expenses, and more.
Collaboration and knowledge sharing
Unify communications, collaborate seamlessly, share insights and documents, plan tasks and meetings, and coordinate reviews and approvals.
Benefits of Insurance CRM Software
Streamlined Communications
Synchronize and track interactions with clients to ensure seamless communication.
Increased Customer Satisfaction
Personalize interactions, tailor offers, and make relevant recommendations, thus enhancing the customer experience.
Enhanced Productivity
Automate time-consuming and error-prone tasks allowing agents to focus on high-value activities.
Efficient Pipeline Management
Track and manage your sales pipeline and agents’ productivity to increase conversion rates and drive higher revenue.
Better Decision-Making
Make informed data-based decisions with real-time CRM analytics.
Increased Profit
Boost customer retention and drive business profits through effective pipeline management and marketing.
Customer success and genuine care
Ringler Associates is using Creatio’s no-code capabilities to manage a number of business critical applications
Blue Cross Saskatchewan enjoys Creatio’s CRM capabilities to streamline sales and service workflows
Heritage Insurance automates end-to-end case management process with Service Creatio
MetLife Columbia streamlines lead management processes with the help of Creatio’s no-code capabilities
Related Resources
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FAQ
What is insurance CRM?
An insurance CRM (Customer Relationship Management) is a software solution for insurance agents and brokers to manage customer data and automate front-office tasks related to sales, marketing, and customer service. It's specifically designed to accommodate key insurance processes like underwriting, verification and approval, and claims investigation.
Why do insurance agents and brokers need a CRM?
An insurance CRM centralizes customer data and automates interactions, helping manage the customer journey. It allows insurance agents and brokers to deliver consistent, personalized, and timely customer engagement while freeing up time for high-value tasks by automating routine processes.
How important is AI in insurance CRM?
AI technology is transforming the insurance industry by doing more than just enhancing data analysis and automation. Generative AI and machine learning can now create new workflows, design unique customer interactions, and autonomously manage insurance processes.
For instance, Creatio AI, the AI assistant from Creatio, can take your request to create a new claims investigation workflow and build an automated process where AI handles claim checks and fraud prevention entirely without any human involvement.
How to choose the right insurance CRM?
- Define your goals: Decide if you need to automate specific parts of the customer lifecycle (e.g., sales) or the entire journey, and identify any insurance-specific features required.
- Evaluate integration: Ensure the CRM integrates smoothly with existing tools like email, accounting systems, and insurance platforms for seamless data flow.
- Prioritize customization: Choose a no-code CRM that allows custom workflows and apps to meet your specific needs.
- Ensure scalability: Select a CRM that can grow with your business, offering flexible features and pricing as your operations expand.
- Opt for user-friendliness: Pick a CRM with an intuitive interface for easy adoption and minimal training.
- Check security and compliance: Ensure the CRM has strong security measures and complies with industry regulations.
- Assess support and training: Choose a CRM with reliable customer support and training resources.
- Test before you commit: Use free trials or demos to evaluate the CRM’s performance and fit for your business.
Is CRM Creatio tailored for the insurance industry?
Yes, Creatio CRM offers tailored turn-key solutions to manage client relationships in insurance, including policy management, KYC tools, underwriting, and claim management. Creatio's functionality for insurance agencies is powered by generative AI and no-code tools, which enables quick automation and customization with minimum human involvement.
What is the difference between insurance CRM and AMS?
Insurance CRM and AMS serve different roles. The CRM focuses on building and managing customer relationships to drive sales and marketing efforts, whereas the AMS is centered on managing the day-to-day operations and back-office functions of the agency. Depending on the needs of the agency, both systems may be used in tandem, or a comprehensive solution might offer features from both.
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