CRM for Insurance – Host-to-Host Integration
The CRM for Insurance platform leverages host-to-host integration to synchronize customer data, policy details, and communication records between the CRM system and core insurance platforms in real-time.
Purpose of Host-to-Host
- Seamlessly connect CRM with policy administration, claims management, and underwriting systems.
- Eliminate data silos, ensuring a 360° view of each customer.
- Enhance customer service with up-to-date information and faster case resolution.
Integration Workflow Example
New policy purchase is recorded in the policy administration system → Host-to-host integration automatically updates customer profile in CRM → CRM triggers welcome communication and schedules follow-up tasks for agents.
Key Host-to-Host Capabilities
- Secure real-time data synchronization between CRM and core systems.
- Automated updates for customer and policy lifecycle events.
- Integration with customer communication tools (email, SMS, WhatsApp).
- Advanced analytics for customer segmentation and retention strategies.
