to automate insurance workflows and CRM with
Know your customer
Have a 360-degree view of your customers, including their history with your insurance company, current insurance plans, loyalty programs, AI-powered predictions for potential next best offers and plan upgrades, etc.
Provide a personalized customer journey experience for each client with an in-depth customer profile analytics, needs analysis, predictive scoring, similar cases suggestions, and other AI-driven insights.
Automate processes related to first-time customer onboarding and ongoing support, easily maintain your insurance plans up-to-date, streamline screening and verification routines, speed up approvals, and digitize document management to eliminate errors and maximize customer satisfaction.
Next best action
Maximize customer satisfaction and lifetime value with AI-driven next best action recommendations that help your managers to take the right course of action for each customer.
Underwriting and Verification
Have full visibility of insurance application data to streamline underwriting processes and empower underwriters with in-depth analytics for approving, postponing, rejecting the application, or changing the final financing terms.
Approval and verification
Ensure in-depth verification of insurance application data with flexible checklists and automated review/approval workflows, manage priority-based verification queues, speed up the final approval by minimizing manual data entry, setting reminders, and organizing collateral documents.
Keep a well-organized, transparent document management system to ensure centralized access to customer documents, version tracking, elimination of duplicates, automated synchronization of documents across multiple workflows, and flexible access rights management.
Creatio’s no-code tools drive Saskatchewan Blue Cross success
Saskatchewan Blue Cross fully transformed their business processes and increased employee performance by 25% with
Employee lifecycle management
Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.
Employee request management
Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.)
Collaboration and knowledge sharing
Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals.
Customer success and genuine care
Ringler Associates is using Creatio’s
no-code capabilities to manage a number of business critical applications
Blue Cross Saskatchewan enjoys Creatio’s CRM capabilities to streamline sales and service workflows
Heritage Insurance automates end-to-end case management process with Service Creatio
MetLife Columbia streamlines lead management processes with the help of Creatio’s
Schedule your guided Creatio demo now
Connect with us to learn how our one platform can help your business to experience the freedom.