Discover the power of CRM and BPM tool for insurance

Try out Creatio software right now and customize it to your business. Aligning your marketing, sales, customer service and business processes with one tool can significantly increase the expected result.

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Customization is the key

Every company has its own way of treating their clients, and own set of rules and restrictions not only in terms of how to lead the business, but also what tools to use. This is why customizing your solution is the key to improvement. You need to continue using the tools and channels of communication you used before, and only then expanding them to new horizons, for example by creating your own business processes to ensure the processes in your company accurately meet your desired goals. This gives transparent vision over your sales cycle and provides all the tools to increase the amount of closed deals.

Why insurance business needs a BPM system

The insurance industry is characterized by a high rate of work and a large number of daily requests. With such a work volume, it is impossible to rely on a person only. Therefore, it is extremely difficult for an insurance business to grow without automation. The loss of data and a smaller number of customers and leads are just a couple of examples of consequences that a company may experience with the lack of efficient tools to manage the workflow.

Another feature of the insurance business is the periodicity of the client applications. Most customers apply once a year, and there is a necessity for a system that will allow for effective managing these requests with minimum human involvement and improving the quality of the service, as a consequence.

Focus on what is important

Let the CRM execute all basic tasks. Do not distract yourself on simple things, like keeping in mind when you need to follow up or send an email to a prospect. Setting up business processes will automatically complete various tasks, like sending emails on birthday or simply nurturing the prospects using different marketing campaigns. Giving more power to such solutions will increase consistency in communication, and provide the most valuable resource - additional time.

Check out Creatio CRM pricing and customize it to your business right now.

Creatio for insurance

With Creatio, it is more convenient to manage customers and win new ones. It offers completely new set of tools that enable insurance companies to see those new opportunities.

Not only it provides industry specific products with a complete set of rules and processes related to any needed practice. Creatio has more than 6000 clients worldwide, and the solution itself was built based on the best practices. This fact alone reduces the CRM deployment time to a bare minimum. It is understandable that the easiest products to use are always those that are ready to use right away.

  • Marketplace

    Marketplace gives you a complete versatility in the tools you use. Find a complete set of add-ons, business processes and injectors. The power of such tool speaks for itself. Complete flexibility of choice. Open API of Creatio allows you to Creatio with any software.

  • In-built BPM engine

    Automate any process in your company - document flow, email marketing, complex projects that have multiple teams involved, etc. Creatio allows you to use its simple, yet sophisticated process creation tool. With the help of drag and drop technology, you get the agility to create, change and execute any processes in a matter of seconds. Use it to your advantage, and in collaboration with a marketplace you will be able to find the unique set of tools that will define your approach.

  • Business process management

    Creatio unique BPM tools enable users to automate every internal process in an organization. The system contains out-of-the-box processes that are based on industry best practices as well as allows for creating custom processes to fit unique business needs. Intuitive process designer makes business process management easy even for the users with no tech background. Robust business process management engine ensures simultaneous execution of several processes of any complexity. Moreover, users are able to monitor, control, analyze processes execution and forecast the outcomes with little to no efforts.

  • Unified Database

    One of the most valuable features Creatio has - its unified database. Having only one tool for all the needs opens a new world of possibilities. All your employees will see the information the same, which significantly reduces the gap in communication. Seeing all the client interactions provides all the data on particular case or client, decreasing the time to provide required assistance and close the case.

  • System designer

    Creatio platform enables to easily customize almost everything in the system. Section Wizard allows for hiding or adding specific fields, tabs or details, creating or deleting sections, making fields obligatory or non-obligatory for filling and so on. What’s more, users are also able to change the system’s business logic, for instance to customize the conditions for the section fields display as well as indicate filter values in lookup fields under specific conditions.

Just with the functionality mentioned above, possibilities are truly enormous. Use BPM engine to build custom processes, add marketplace applications on top of that, and you will get all the versatility in the world to achieve the desired result. Creatio provides insurance industry with all the tools to make inside and outside relations much more efficient.

How insurance companies can benefit from a BPM system

Insurance products and services are becoming more complex and diverse, so customers need more personalized approach every day. Insurance companies should clearly understand their customers’ needs in order to find a perfect match to their requirements and offer their clients the best possible solution to the problem.

Fast Service

With the increased competition on the insurance market, the situation is getting worse: it is necessary to have an opportunity to pay attention to the client in extremely short terms. For example, it’s important in a timely manner to send a reminder to a client that the term of the insurance service he/she uses is expiring, with a mandatory indication of the renewal cost.

Core configuration

In such a case, BPM software for insurance will enable business to fine-tune a certain process that will automate the aforementioned procedure making it easier for employees and more comfortable for customers. The user can configure the system to automatically notify the customer on the expiring contract period, it will assign the agent who will be responsible for this case, and the user can configure how the system will act depending on the client’s actions.

Creatio CRM products

Creatio has 3 main products - Marketing Creatio, Sales Creatio and Service Creatio.

All those product have same UI and can be used separately or together in any combination.. Let’s go over the functionality of them.

Sales Creatio

Creatio gives the advantage of accessing the lead information with incredible speed.

Focus on what is relevant and gain the benefits of distributing leads accordingly to the situation. Sort all the possibilities and choose the hottest leads in order to build priorities and assign them correctly. Gain the vision of your business from a completely new perspective. Completely customizable dashboards allows you to see the analytics, and build a data-backed strategy.

Discover your weak and strong points and distribute resources accordingly. Software stores the complete history of interactions with the client. Ability to see and choose your actions grants you incredible results. Gain the insight on the key points – decision makers, pros and cons, competition, previous relations and possible connections. All this information increases your chances to close the deal. Sales product also provides you with the tools to manage orders and invoices effortlessly. All the information is available in a single window. Sort them by any criteria necessary, group and monitor the status of the most important deals. Use the approval section to decrease reaction time and paperwork.

Marketing Creatio

The system will help you track all necessary visitors’ actions on the website: browsing history and time spend on each page, which will help you to evaluate the quality of the content provided. What’s more, you will also have the ability to track lead generation sources and their performance. This helps you to focus on the most relevant channels, and get a clear vision on what you need to improve. With the help of BPM engine, you will be able to support continuous conversation with the clients. Depending on the website behavior, click rate, or other triggering activities – configure the processes to develop personalized approach to every prospect: the system will perform specified actions based on lead’s behavior and reactions to convert prospects into sales-ready leads. Build marketing campaigns of any complexity and analyze their performance with the help of powerful analytics tools based on any required parameter. Use Marketing Creatio manage any events: promotions, conferences, webinars, workshops, etc.

Service Creatio

With a single database of all the clients - customer service gives you the ability to keep record of any customer data. Build a complete view of your customers to provide them with better service with the entire history of interactions and complete access to all information. User-friendly interface allows agents to easily manage any request queues and cases, observe own performance and communicate with the customers from a single window. Create a complete database of all the information required to help all your employees. Fill your knowledge base with documents and manuals in order to resolve a case in quick passion, which will ensure much better customer service.

The mission of Creatio is to help companies ACCELERATE!

Creatio is a global business software company leading in the space of business process automation and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide. 
Creatio has been widely recognized by key industry analysts, receiving multiple awards.

  • Сreatio named a Leader in the Gartner Magic Quadrant for Sales Force Automation (2021).

  • Creatio named a Leader in the Gartner Magic Quadrant for B2B Marketing Automation Platforms (2021)

  • Creatio has been included in the Gartner Magic Quadrant for the CRM Customer Engagement Center (2020)

  • Creatio has been included in the Gartner Magic Quadrant for Enterprise Low-Code Application Platforms (2021)

  • Creatio has been included in the Gartner Magic Quadrant for Intelligent Business Process Management Suites (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: Digital Process Automation for Wide Deployments, Q1 (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: Customer Service Solutions, Q2 (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: CRM Suites, Q4 (2018)

  • Creatio named a Strong Performer in
    The Forrester Wave™: B2B Marketing Automation Platforms, Q4 (2018)

  • Creatio named a Strong Performer in The Forrester Wave™: Cloud-Based Dynamic Case Management, Q1 (2018)

  • Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q2 (2017)

  • Creatio has been recognized in the LCAP Technology Value Matrix 2020 by Nucleus Research.

  • Creatio has been recognized as a Leader in the CRM Technology Value Matrix 2020 by Nucleus Research.

  • Creatio named a Leader in the Grid® Reports for Business Process Management and CRM | Winter 2021 by G2.

  • Creatio named a winner of the CRM Watchlist 2020 award led by Paul Greenberg, one of the most influential thought leaders in the CRM industry.

  • Creatio named a 5-Star Partner Program Award Winner among Cloud Vendors by CRN Magazine for the third consecutive year (2020).

  • Creatio named a winner of a People’s Choice Stevie® Award for Favorite New Products in The 18th Annual American Business Awards® (2020).

  • Creatio named a Leader in three categories of the 2019 CRM Market Leader Awards - Enterprise CRM, CRM for Midsize Companies and SFA.

  • Creatio named a winner of a Gold Stevie Award in the Digital Process Automation Solution category in The 17th Annual American Business Awards. (2019).

  • Creatio named Market Leader in the Summer 2020 Low-Code Development Platforms Customer Success Report.

  • Creatio named a Top 1 business process management solution by FinancesOnline for the second year in a row (2019).

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