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.
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.
Key Features
Key Features
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.
See it in Action
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