InsureX
Smart CRM for seamless policy and claims management
InsureX is a comprehensive CRM solution built for modern insurers, streamlining every aspect of the customer lifecycle, from policy issuance to claim resolution. By automating core processes and reducing manual effort, InsureX improves accuracy, boosts operational efficiency, and delivers a seamless experience for both agents and customers. With real-time tracking, fraud detection, and integrated customer support, insurers gain full visibility and control over policy, claims, and case management, all from a single, intelligent platform.
What’s not working
The Business Challenge
Fragmented Customer Journeys
Insurers often manage customer, policy, and claims data across multiple systems—leading to inconsistent service, duplicated work, and lost insights.
Manual Claims Processing
Without automation, claims are slow to process, prone to human error, and often require back-and-forth that frustrates customers and agents alike.
Limited Visibility Across the Lifecycle
Disconnected tools make it hard to get a real-time view of policy status, claim progress, or customer history—reducing decision-making speed and accuracy.
Lack of Proactive Customer Engagement
Insurers struggle to identify upsell opportunities or respond to life events due to limited analytics and siloed data.
Inefficiencies Across Teams
From sales and underwriting to servicing and claims, teams rely on manual tasks that slow down operations, create bottlenecks, and inflate costs.
Key Features
Customer Management
We have designed the solution in such a way that the company can easily track their customers. It also allows the customers to view the product (policy and policy coverages) that the organization has provided. We can authenticate the customer information provided during the purchase of the policy.
Policy Management
We can choose the specific insurance plan the customer wishes to purchase. After providing the required information, the customers can request changes within the stipulated time. Along with the creation of transaction and account details, we have developed a unique functionality that offers consumers a wide range of options and policy coverage add-ons.
Claim Management
Once we receive a claim request on any policy, verification is done to check the authenticity of the claim, based on various conditions and accordingly the claim amount will be approved and settlement will take place.
Case Management
We have built this out-of-the-box functionality for the customers to provide them with the finest services. They can raise the issues that they encounter during the purchase of policy by raising a claim request or asking for any changes in their personal information, other than medical records.
Refund Management
This process comes into action when requests are raised by the customer to change the policy that they have bought. Such a change can be opted for within a limited time frame, and the refund transaction is dependent upon satisfactory verification.
The Business Impact
Unified Customer View
Access a complete snapshot of each client’s journey—including past interactions, current coverage, and future life events—from a single dashboard.
Intelligent Cross-Sell & Upsell
Leverage built-in insights and customer data to identify the right moments and products for upselling and cross-selling, boosting revenue opportunities.
Faster Claims, Lower Turnaround
Automate and streamline claim processing to close cases faster, reduce errors, and improve customer satisfaction
Real-Time Analytics & Reporting
Make smarter, faster decisions with comprehensive dashboards, on-the-fly data slicing, and built-in business metrics to track performance and trends.
Operational Efficiency at Scale
Reduce manual effort, eliminate redundant tasks, and automate key workflows—cutting costs and maximizing ROI across the policy and claims lifecycle.
Technology Used
Sales Cloud
Automates lead-to-quote with flows, approvals, and web-to-lead.
Service Cloud
Handles cases with automation, chat, and support tools.
Experience Cloud
Builds user portals with LWCs and chatbot integration.
DocuSign
Enables secure e-signatures and onboarding tracking.
Automation & Dev Tools
Streamlines workflows using Flows, Triggers, and LWCs.
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