SmartLife
Home / Products / SmartLife
SmartLife
Insurance CRM Built on Microsoft Dynamics 365 Base CRM Power Apps
SmartLife
Realty CRM – Sales , Sales Recovery, Booking, Demand Notes, Reminders and Customer Service
CAPABILITIES & FEATURES
- Guided Process for Proposal /UW.
- Comprehensive TAT Analysis.
- Identify Process Bottlenecks.
- Straight through Processing.
- Role based access.
- Automated task assignment.
- My workplace dashboard to view task assigned.
- Date and timestamp at every stage of the application with comments.
Sales Automation
Lead Generation from Multiple Sources
Mobile-Friendly Lead Entry
Automated Workflows for Follow-Ups and Prospect Visits
Automated Lead Assignment Based on Pre-Configured Rules
Geo-Location Enabled
New Business Process
- Lead entry from multiple sources and automated routing
- Generate quotes, Benefits illustration
Pre-issuance
- New Case creation or convert quotes to cases
- Generate and service U/W requirements
- Premium Receipts and refunds
- Automated Case / Application routing to QA, U/W
- Integration with Document Management System
- Customer on-boarding
Customer 360
Single view of customer across leads, proposals/cases, Policies, Claims, Service Requests