CRM for Insurance

CRM for

Insurance

It begins with compassion

Trust and privacy are especially important in the insurance industry, where building strong relationships requires extra care. At our company, we recognize the significance of fostering lifelong connections through personalized interactions and utilizing data-driven solutions that can potentially save lives.

hero crm for insurance

With ORLIG CRM, now you can

CRM for Insurance

Interact & build loyalty

The ability to listen and interact on a more personal level allows concerns to be addressed quickly – especially in times of need. This creates value in the minds of customers, leading to loyalty.

Keep things simple

Drive productivity by reducing manual efforts, simplify application processes and streamline claims approval processes – these are clear signs of an efficiency-driven agency

Collaborate digitally

Customise pipelines and workflows for the entire agency, across the sales, service, renewals and claims processes. Let the entire agency have access to streamlined information over a single platform.

Our solutions are embedded with tried & tested best practices

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And there’s more

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Digital CX
advantage

Creating an experience backed by digital expertise ensures that your customers stay loyal. It also allows you to bundle offers more accurately and reduce costs.

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Single view
across channels

All the strategic information available conveniently and consistently at a glance, and all your team members on the same page, ensuring minimal chances of error.

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Comprehensive analysis
& reporting 

Accurately predict trends so that you can serve customers proactively. It’s possible when you have clear and usefully-presented data on hand at all times.