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Insurance Workflow Map

Insurance agent
Marketing manager
Customer experience
Claims representative
Insurance specialist


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.


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.



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.


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 a 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


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.

Not sure where to start?

Talk to your personal low-code/no-code expert to learn how you can automate insurance workflows in hours using Creatio CRM software with no-code and a maximum degree of freedom.

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.

Not sure where to start?

Talk to your personal low-code/no-code expert to learn how you can automate insurance workflows in hours using Creatio CRM software with no-code and a maximum degree of freedom.

Customer success and genuine care

Ringler Associates is using Creatio’s no-code capabilities to manage a number of business critical applications
Blue Cross Saskatchewaan enjoys Creatio’s CRM capabilities to streamline sales and service workflows
Heritage Insurance automates end-to-end case management process with Service Creatio’s
MetLife Columbia streamlines lead management processes with the help of Creatio’s no-code capabilities

Related Resources

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