Insurance and Surveyor
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Enhance customer confidence throughout their journey with insurance and surveyor solutions
The solution for the insurance and surveying business provides comprehensive services covering both insurance services and damage assessments by surveyors.
1. Instant Customer Information Access on Call Reception
- The system can instantly display customer details upon receiving a call. Staff can access customer information without needing to ask for personal details, and the customer’s policy information is immediately available.
- The system can open and close claims and record customer-reported details.
2. Display Insurance Details with a Single Click
The system can display all insurance details by entering any search information.
3. Quick Case Forwarding to Surveyors
The system can dispatch work and forward cases to relevant personnel.
If a surveyor needs to be dispatched for each incident report, the surveyor can record field information and send it back through the system.
4. Automatic Customer Notifications
The system can notify customers of claim numbers, the status of surveyors en route to the incident location, coordinates, travel time, and claimable details via SMS or email.
5. Support for Insurance Telemarketing
The system can use telesales to increase insurance sales and run campaigns to follow up on payments.
6. Reporting
The system features reports specifically designed for the insurance business, allowing for detailed inquiries and incident reports. It enables service evaluation, analysis, and assessment, with the ability to export reports in Excel and PDF formats.
7. Integration with Customer Systems via Standard APIs
- Integrate with the client’s internal systems to retrieve policy or claim information.
- Connect with the SMS system to request customer location.
Our friendly sales team and expert staff are ready to assist you. Call us or reach out through various communication channels for consultation or to request services.