One platform
to automate insurance workflows and CRM with no-code
Insurance Workflow Map
Insurance agent
Marketing manager
Customer experience
representative
representative
Underwriter
Claims representative
Insurance specialist
HR officer
Sales
Lead management
Track and capture your leads from different sources into a unified database, ensure automated data verification, and design your own unique lead management process for the best conversion rates.
Opportunity management
Manage your opportunities with highly granular processes that help you define and follow through the most optimal strategy for each potential client.
Referral management
Track and manage internal and external referrals, and easily create powerful referral programs to generate new business from an existing pool of customers.
Cross-/Up sales recommendations
Boost customer engagement and build long-lasting relationships with your clients by making highly personalized value propositions based on predictive scoring, AI/ML-powered next-best-offer intelligence, and client's history of previous interactions.
Consultations
Empower your insurance agents with the ability to manage their daily tasks, customer requests, and communications in a unified digital environment that minimizes distractions and ensures maximum productivity.
Marketing
Segmentation
Set up flexible customer segmentation by various criteria and engage your audience with personalized offers in the right channel, at the right time.
Campaign management
Ensure strong lead generation and brand awareness by designing, executing, and optimizing omnichannel marketing campaigns for various markets and geographies at scale.
Loyalty & reward programs
Improve customer retention with a full-fledged automated loyalty bonus program, integrate and manage multiple loyalty solutions in one place, and analyze loyalty program KPIs to ensure steady growth.
Event management
Streamline organizational processes for corporate and client-focused events, as well as tap into high-potential lead pools by executing effective marketing campaigns tailored for industry events and trade shows.
Onboarding
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.
Engagement analytics
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.
Omnichannel support
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
Underwriting
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.
Document management
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 no-code technology
Claims processing
Integrated claims lifecycle management
Automate an insurance claim lifecycle of various types and enforce efficient digital workflows to review, investigate, and resolve claims.
Claims investigation
Collect various customer data from multiple channels, including social media, phone call scripts, third-party investigators, etc. into a single view to simplify investigation processes, prevent fraud, and achieve maximum transparency.
Claims adjustment and appraisal
Digitize claims adjustment workflows and policies to deliver personalized and transparent approach for each client based on the company's best practices, simplify in-field work of your agents with a fully-featured mobile app.
Consultations and customer support
Offer your customers maximum transparency and satisfaction by providing all data they need to make a better decision on their claim adjustment or changing their insurance products and plans.
Policy administration
Policy automation
Orchestrate and automate insurance policy lifecycle, reduce time-to-market for new insurance products, and tap into collected customer insights to deliver better customer experiences.
Risk management
Effectively manage risk by consolidating diverse risk data in a single system, automating risk management workflows, and applying rich AI models for predictive scoring and intelligent next-best-action suggestions.
Compliance management
Ensure across-the-board data consistency and regulatory compliance.
Policy data consolidation, integration, and synchronization
Achieve perfect transparency and efficiency by consolidating multiple policy administration apps and data stores into a single environment.
Employee experience
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 no-code capabilities
Related Resources
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digital transformation initiatives
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