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Insurance document processing system
Description
Boosting productivity and efficiency with cutting-edge CRM and mobile apps
Challenge
Surancebay is a US insurance Software-as-a-Service company aiming to improve the productivity of its insurance agents. Customer onboarding for insurance services is a highly complex and regulated process. Simplifying and digitizing this process has become a top priority for customer-centric insurance companies looking to stand out from the competition.
Solutions
SENLA developed a custom CRM system and mobile Android/iOS applications that enabled:
- automatic loading of document packages required for a particular customer;
- receiving data about citizens’ health when concluding an insurance contract (i.e., via the integration with medical databases);
- devices’ geo-location tracking to determine the state the contract was signed;
- signing documents by customer’s voice / finger / location;
- smart organizer, a scheduler, and a calendar that worked as a whole and tracked the full chain of correspondence, notifying the insurance agent so that they could timely react to certain events.
Impact
The system allowed Surancebay insurance agents to work in the field and track necessary information in real-time. The new system became an integral part of the company’s work processes, optimizing both time and resources.
Portfolio
