360° Customer View
Access complete customer information including policies, claims, billing, interactions, consents and documents in one unified view.
Customer Relationship Management Platform
CRM for Insurance
Grow distribution and delight customers with a CRM tailored for insurers. Manage leads and campaigns, agent and broker 360, policyholder 360, opportunity and pipeline, activities and CTI, omnichannel communications, journeys and tasks, upsell and cross-sell, and service handoffs. Integrated with PAS, Claims, Billing and data warehouse.
Impact on Distribution
CRM Suite
Sales, marketing and service unified
- Automated lead capture and guided pipelines improve hit ratios
- Proactive churn signals and cross-sell offers based on 360 data
- CTI and templates reduce handle time
- Single source of truth across sales, marketing and service
- Real-time dashboards from campaign to policy and retention
Optimized for Insurance Distribution
Complete Customer and Partner Management
Our CRM for Insurance solution provides end-to-end functionality for managing customer relationships, agent and broker networks, and distribution channels. Ensure seamless coordination across sales, marketing and service teams.
Agent and Broker Management
Track licenses, ranks, performance, pipeline, tasks and compliance checks for your entire distribution network.
Core Modules
Key Features for Insurance CRM
Modular approach to cover all stages of customer and distribution management. Enable modules progressively based on your organization's needs.
Lead Capture and Deduplication
Forms, imports, referrals. Dedupe, merge and assignments.
Campaigns and Journeys
Email, WA, SMS pushes. Audiences, segments, journeys and A/B hooks.
Opportunity and Pipeline
Stages, probability, quotes, proposals and tasks. Next best actions.
Customer 360
Policies, claims, billing, interactions, consents and documents.
Agent and Broker 360
Licenses, ranks, performance, pipeline, tasks and compliance checks.
Activities and Calendar
Calls, meetings, tasks with reminders. Team calendars and SLAs.
CTI and Omnichannel
Click-to-call, screen-pop, call recording. Email, WA, SMS inbox with templates.
Quotes and Proposals
Quote request handoff, proposal templates, approvals and e-sign.
Upsell and Cross-Sell
Propensity rules, campaigns and product eligibility in-journey.
Service Handoffs
Tickets, complaints, address changes and claims FNOL handoffs.
Dashboards and KPIs
Leads, conversion, pipeline, activities and retention.
Integrations
PAS, Claims, Billing, CTI, email, WA, SMS providers, DWH, BI and portals.
Integration and Deployment
Seamless Integration with Insurance Systems
The system is designed to integrate easily with existing policy, claims, billing and data warehouse systems to ensure smooth data exchange and unified operations.
Integration Options
- API-first integration for PAS, Claims and Billing systems.
- CTI and telephony integration for click-to-call and screen-pop.
- Email, WA and SMS provider integration for omnichannel communications.
- Document and e-sign tools integration for controlled execution.
- Data warehouse and BI integration for portfolio analytics.
Deployment and Security
- Cloud-based or on-premise deployment options.
- Multi-layered encryption for sensitive customer data.
- Consent and interaction history for regulators and internal audit.
- Backup and disaster recovery features to ensure business continuity.
Implementation Approach
Structured Rollout, Measurable Outcomes
A practical rollout approach to standardize CRM processes with measurable results. Validate the system with realistic sample data before full-scale deployment.
Before Go Live
- Process mapping and gap analysis for CRM workflows.
- Configuration of pipelines, journeys, templates and master data.
- Data migration and integration planning with phased execution.
- System testing (SIT) and user acceptance testing (UAT).
- Training and readiness checklist across teams and branches.
After Go Live
- Active support and stabilization of the CRM system.
- Continuous improvements and management of change requests.
- Enhancements to campaigns and analytics capabilities.
- Ongoing security reviews and system performance tuning.
Rayterton can start without upfront payment. The focus is to validate fit through working workflows and real outputs before scaling rollout.