Insurance and Surveyor
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Enhance customer confidence throughout their journey with our Insurance and Surveyor solution.
Solutions for the insurance and surveying industry provide comprehensive services, including insurance coverage and damage assessment by surveyors.
1. Access customer information instantly upon answering a call.
- The system can display customer details instantly upon answering a call. Agents can access customer information without asking for personal details and can immediately display the customer’s policy details.
- You can open and close claims and record the details provided by customers.
2. Display insurance details in a single click.
The system can display all insurance details simply by entering any of the required information in the search bar.
3. The matter can be quickly forwarded to the surveyor.
- The system can assign tasks and forward cases to the relevant personnel.
- If each incident report requires the dispatch of a surveyor, the surveyor can record on-site information and submit it back into the system.
4. Automatically notify the customer of the result.
The system can instantly notify the customer of the claim number, the status of the surveyor who is en route to the incident site, including coordinates and travel time, as well as details of what is covered by the claim, via SMS or email.
5. Supports telesales of insurance products.
The system can utilize telesales to increase insurance sales, and also run campaigns to follow up and collect payments.
6. Report
There is a reporting system specifically designed for the insurance industry. It allows you to view details such as inquiries or incident notifications, measure, analyze, and evaluate service performance, and export reports in Excel and PDF formats.
7. Connect to the client's system using a standard API.
- Connects to the customer’s internal system to retrieve policy or claim information.
- Connect to the SMS system to send requests for customer location coordinates.
Our friendly sales team and expert staff are ready to assist you. Call us or contact us through our various communication channels for consultation or service inquiries.
