A company functioning in the insurance market since 2005. It has a wide branch network in three countries with high juridical persons as its clients. The company offers its services to natural persons as well.
In the course of continuous business growth and advancement, the company reached a point of an acute need for more effective solutions for managing its business processes.
To improve employee performance and service quality, automating business processes and reducing time losses on unnecessary arduous work was required.
The client reached out to our agency with the following requirements:
Launching the project, the Modsen team adhered to the preliminary stages guidelines for successful CRM implementation.
Our specialists conducted preliminary planning, analyzed and elaborated the schemes of all processes, and worked out the project specificities.
Based on the collected data, the final decision was to utilize a ready-made CRM system that had undergone comprehensive testing by hundreds of companies, including those providing insurance services. The solution, meanwhile, presupposed adding into it custom functionality vital for our client.
The features implemented on the basis of Cloud CRM include:
The client noted tangible improvements in work quality and efficiency after the implementation of the Cloud CRM.
Its deployment had a particularly positive impact on: