SimpleCRM: Premier Insurance CRM Software for Organizations & Brokers

Seamless Omnichannel Service Automation

Deliver consistent and responsive customer service across all channels with SimpleWorks' omnichannel service automation. Our platform integrates communication channels including chat, email, phone, and social media into a unified system, ensuring efficient management of customer interactions. This approach enhances response times, reduces operational costs, and strengthens customer trust by providing a cohesive and personalized banking experience.

Comprehensive Customer and Branch Insights

Gain a 360-degree view of your customers and branch operations with SimpleWorks' Customer360 and Branch360 features. By consolidating data across all touchpoints, our platform enables financial institutions to understand client financial histories, preferences, and behaviors deeply. This holistic insight allows for the delivery of personalized financial solutions, proactive issue resolution, and enhanced client retention. Branch360 provides managers with visibility into branch performance and resource allocation, facilitating informed decision-making and operational efficiency.

Streamlined Sales and Lead Management

Accelerate your sales cycles and capitalize on opportunities with SimpleWorks' automated sales and lead management tools. Our platform streamlines lead generation, nurturing, and deal closure processes, enabling financial services providers to increase conversion rates. The AI- Suggestions Engine offers sales teams actionable insights and next-best-action recommendations, enhancing efficiency by automating tasks such as follow-ups and customer segmentation. By capturing leads from diverse sources including marketing campaigns, in-branch interactions, and online inquiries SimpleWorks ensures timely and personalized client engagement.

Advanced Data Analytics for Strategic Insights

Harness the power of data with SimpleWorks' advanced analytics capabilities. Our platform provides actionable insights into sales and service performance through comprehensive Business Intelligence Reports. Financial institutions can track key performance indicators, identify emerging market trends, and assess customer satisfaction levels. These data-driven insights facilitate informed decision-making, optimal resource allocation, and strategic planning for sustainable growth.

Efficient and Compliant Digital Onboarding

Simplify and expedite the client onboarding process with SimpleWorks AI-powered digital solutions. Our platform automates account setup, KYC verifications, and document validation, reducing the time and streamline your customer onboarding process with SimpleWorks digital onboarding solutions tailored specifically for banks and financial institutions. Our AI-powered platform simplifies account opening, automates Know Your Customer (KYC) verifications, and integrates seamlessly with regulatory databases for document validation. This results in reduced onboarding times, improved customer satisfaction, and strengthened compliance with RBI guidelines and global regulatory standards—minimizing risk and enhancing operational efficiency.

Claims Management: Automating the Backbone of Insurance

Efficient claims management is at the core of every successful insurance company. SimpleWorks’ AI-driven claims management system automates the claims lifecycle, from initial filing to resolution. By integrating with internal systems, the platform ensures that claims are processed quickly and accurately, reducing the time taken to settle aclaims and improving policyholder satisfaction. The platform also incorporates fraud detection capabilities, flagging fraudulent claims early. SimpleCRM’s Claims Analytics provides insights into claims trends, settlement times, and agent performance, enabling insurers to refine their claims processes and continuously improve efficiency.

Gen-AI Powered Sales and Service Coaches for Insurance

Generative AI technology is transforming how insurance professionals operate. The GPT-Powered Sales Coach provides real-time guidance and insights for agents, helping them close deals faster and more accurately. By optimizing risk assessments and giving deal closure probabilities, this tool enables insurers to enhance both sales performance and compliance with underwriting policies. The GPT-Powered Service Coach assists claims teams in resolving cases more quickly by offering predictive insights, automating communications, and recommending next steps. It also helps agents identify cross-sell and upsell opportunities, increasing revenue streams while improving customer engagement.

R-YaBot: Intelligent Knowledge Management for Insurance

In the digital era, insurance professionals need instant access to the latest information to stay competitive. R-YaBot, SimpleCRM’s Retrieval-Augmented Generation (RAG)-based GPT bot, revolutionizes insurance knowledge management by providing personalized responses, predictive insights, and real-time customer support. R-YaBot reduces wait times, improves service quality, and ensures that customers receive accurate, timely information—whether they’re inquiring about policies or filing claims.

AI-Driven Agent Productivity

Boost Agent Productivity with AI-Enabled Tools Equip your insurance agents with SimpleWorks' AI-powered agent productivity tools. Our solutions offer personalized recommendations, automated follow-ups, and predictive insights to empower agents with actionable information in real time. By automating routine tasks and providing mobile-enabled access to policyholder data, SimpleWorks enhances agent efficiency, boosts policy sales, and elevates customer experiences.

Compliance and Risk Management

Robust Compliance and Risk Management Navigate regulatory complexities effortlessly with SimpleWorks' built-in compliance and risk management capabilities. Our platform ensures adherence to IRDAI guidelines and global regulatory standards through secure data residency, robust encryption, role-based access controls, and automated compliance reporting. Protect sensitive policyholder data, mitigate risks, and maintain regulatory compliance seamlessly, allowing your organization to focus confidently on growth.

Mobile CRM for Insurance Agents

Empower Insurance Agents with Mobile CRM Enable your field agents with SimpleWorks' mobile CRM designed specifically for the insurance sector. Our intuitive mobile app supports offline access, real-time notifications, and seamless integration with core CRM functionalities. Agents can quickly access policyholder information, update policy data, and manage claims on-the-go, significantly enhancing productivity and customer satisfaction even in low-bandwidth environments.

Empowering Insurance Providers with AI-Driven CRM Solutions

Unlocking Potential Across Industries