As digital has become the new norm in the insurance sector today, organizations are continuously striving towards becoming a digitally advanced enterprise and having customer-centric processes to maximize customer lifetime value and profitability. Rapid digitization and rising customer expectations are the two major business drivers motivating insurance organizations to invest in CRM solutions. Implementing a CRM tool is an excellent initiative towards adopting a digital strategy while enabling the agents and the brokers to provide unique services as per the individual needs of their customers.
Damco brings in the intelligence and novelty to deliver these experiences through its proprietary product and by leveraging the expertise of its strategic partners. Our CRM for insurance carriers, brokers, and agents helps users organize leads, automate workflows, and manage multiple policies in one place, enabling them to build long-lasting customer relationships. We also help implement third-party CRM solutions including Microsoft Dynamic, Salesforce, and Vtiger.
We bring in proven expertise, knowledge, and real-world understanding of how CRM for Insurance agencies, brokers, and carriers can create amazing experiences for customers, partners, and employees. Being an insurance CRM solutions provider, we analyze, understand, and utilize current trends, and leverage new technology to strengthen our relationship with customers. We can help you deliver superior experiences via our proprietary product InsureCRM and take care of the end-to-end implementation of Microsoft Dynamics CRM, Salesforce CRM, Sugar CRM, among others, as per your business needs.
Damco’s InsureCRM is developed to help companies automate their tracking of customer interactions on a single dashboard, log their sales activity automatically, and manage a sales pipeline with complete visibility. Damco’s CRM software leverages techniques like forecasting, data mining, and predictive modeling to put the customer in the spotlight.
Salesforce CRM can help in transforming insurance organizations’ operations and strategize the way they connect with customers and prospects. Moreover, organizations can simply automate and track their sales, service, and marketing activities. Salesforce helps organizations in building more meaningful and long-lasting relationships.
With Dynamics CRM, insurance organizations get a customized and flexible solution to meet their business needs. The stand-alone application meets the requirements of different lines of business and aligns the sales-marketing requirements simultaneously. With a unified view of the customer’s interaction, organizations can sell, service, and market seamlessly like never before.
SugarCRM provides the sales, marketing, and operations teams the opportunity to collaborate throughout the customer lifecycle. The CRM helps insurers create meaningful and memorable experiences by managing their CX initiatives and profit optimization through digital transformation.
Vtiger helps insurance organizations to collate customer insights on a single platform to empower sales, marketing, and services teams. It is an integrated CRM for different functions of an organization. With Vtiger, organizations can boost their operational efficiency while focussing on revenue outcomes.
Damco designs, develops, and creates tailored CRM solutions as per the customer’s needs. With immense experience in CRM applications and software development, Damco provides agile and enterprise-ready solutions to enhance the policyholder experience.
From building the best implementation strategy to modernizing existing systems – we ensure that a CRM for insurance enterprises delivers manifold benefits, including increased inflow of opportunities, fraud claims detection, account management, claims processing, and customer engagement.
Insurance CRM advisory, requirements analysis, platform selection, implementation strategy, and process alignment to business goals for maximized CRM investments.
End-to-end implementation of third-party CRM solutions like Salesforce, Microsoft Dynamics, Sugar CRM, Vtiger, etc., for streamlined insurance functions.
CRM Customization & Migration
CRM customization for additional features, data & CRM migration, and legacy system modernization for extended CRM capabilities for enhanced performance, productivity, and profitability.
Seamless integrations with existing business systems, third-party tools, and APIs including ERP, finance & accounting, inventory, marketing automation, e-commerce, social media, email, payment gateways, and others.
Custom CRM Development
Feature-rich web & mobile CRM unifying insurance-critical functions including sales, marketing, accounts, claims, reports, and analytics— catering to your distinct business needs.
Managed Insurance CRM Services
CRM support with helpdesk, tech support process optimization, reports & analytics, system maintenance, and upgrade services for uninterrupted insurance operations.
Unified Customer View & Data Management
Organize sales data, agency statistics, client information, and history into a centralized, easy-to-use database
Single Repository of Actionable Data
Streamline your efforts and bring your marketing, sales, and support activities under one umbrella
Enhanced Customer Interaction
Implement a more effective marketing strategy by personalizing interactions with customers via various email programs, SMS, and social media channels
Improved Client Opportunities
Manage your leads and track potential clients from the point of initial contact till sale, and generate reports/forecasts with extensive CRM capabilities