CRMNEXT enables a digital platform empowered with AI driven digital journeys and processes that makes managing risk and serving customers immensely rewarding. Insurers can easily manage leads, resolve claims quickly, provide excellent customer serviceand personalize communication with clients in a single platform.

1. INSURANCE
MAKE THE BUSINESS OF RISK REWARDING WITH MORE
INTELLIGENCE, MORE INDEPENDENCE AND MORE DELIGHTS

2. The emergence of insurance industry aggregators, the increase
of innovative new entrants, the rapid proliferation of comparison
websites, and a new generation of digitally empowered buyers
have fundamentally transformed the insurance industry. Further,
increasing product commoditization and the growing influence
of third-party advisors & corporate alignments are driving
enterprises towards an end to end digital ecosystem.
To remain competitive, insurers need to leverage data to precisely
identify customer needs and create new products. CRMNEXT
enables a digital platform empowered with AI driven digital
journeys and processes that makes managing risk and serving
customers immensely rewarding.
HOW
Where Managing Risk is
Rewarding

3. Cloud Native Continuous Engagement Platform
Sales Management
Marketing Management
Performance Accelerators
Business Process Designers
Customer Service Management
Codeless Configuration Toolbox
Enterprise Integration Engine
• Lead Management
• Account Management
• Contact Management
• Opportunity Management
• Offer Management
• Multichannel Lead Capture
• Assignments And Routing
• Alerts & Escalations
• Customer Organization Charts
• Sales Coach
• Cross Sell Management
• Tasks & Calendar
• Internal Collaboration Engine
• Knowledge Management
• Camapign Designer
• Template Management
• Static & Dynamic Target Lists
• Budgets & Expenses
• Offer Management
• Multi Channel Campaigns
• Multi-wave Campaigns
• Catalyst Performance Modeler
• Autoflow DesignerTM
• Document Management
• Target & Forecasting
• Team Management
• Multiple Team Selling
• Deduplication
• Multi Level Territory
• Process & Workflow Designer
• Forms & Layout Designer
• Integration Designer
• Reports & Dashboards
• Mobility
• AI Powered Scoring
• AI Powered Insights
• Digital Customer Journeys
• ML & NLP Bots Based Support
• Lead Capture & Assignments
• Campaign ROI Tracking
• Conversion Tracking
• Reports & Dashboards
• Predictive Modelling
• AI Powered Insights
• Trinity Cross Sell Modeler
• Screenflow DesignerTM
• Multi-channel Case Capture
• Case Management
• Case Routing
• Case Escalation
• Solutions
• Knowledge Management
• Templates
• Auto-response
• CTI Integration
• Custom Fields
• Custom Objects
• Custom Layouts
• Active Cards
• Alerts & Escalation Engine
• Deduplication
• Assignment Rule Engine
• Autonoma Integration™ Engine
• Mashup Anywhere
• Training Management
• Data Leak Protection
• Mobility
• Internal Collaboration Engine - Pulse
• AI powered Insights
• Reports & Dashboards
• ML & NLP Bots Based Support
• Digital Customer Journeys
Social Media Management
• Twitter Integration
• Facebook Integration
• Linkedin Integration
• Lead Capture
• Case Capture
• Contact Capture
• Response Management
• Reports & Dashboards
• Reports & Dashboards Designer
• Teams Management
• Territory Management
• Products Management
• Roles Management
• User Management
• Web APIs
• Messaging Queues

4. Time, in business acquisition, is of the essence. The faster you’re able
to respond to a prospect’s needs, the greater the chance of lead
conversion and holding off the competition. CRMNEXT, with its nifty
set of intelligent sales assistants and performance accelerators,
makes sure you’re ahead of the game.
FASTER BUSINESS
AI EMPOWERED SALES
TEAMS FOR
ACQUISITION

5. Customers mention faster
response time as #1 factor
for policy purchases.
85%
New Business Acquisition
Capture customer and prospect information across web, phone, branch,
SMS, email, mobile, chatbots and self service portal. Seamlessly integrate
multiple systems including business underwriting, document management
system (DMS), mail room, analytics and other systems. Automated
assignment based on various parameters like geography, skills, and branch
ensure that you can respond to sales inquiries quicker than ever before.
Effective Pipeline Management
Qualify leads based on custom-defined parameters to prioritize followups
and executions for closures. Sales teams get contextual coaching tips and
action points to increase closure rates.
Accelerated Sales Performance
Track and monitor sales strategy and planning with the CRMNEXT Catalyst
Modeler™. Cogent Meetings™ improves meeting outcomes with tagged
task assignments, automated follow-ups, and easy-to-access MOMs.
Intelligent Field Sales
Enable your field sales teams to choreograph a successful day through
intelligent sales Assistants. Capture lead details and create Field Rep
Visits from any Opportunity. Use AI driven next best actions to increase
engagement and conversions. Get digital documentation with OCR
capabilities and voice triggered actions including summoning reports.
Increase sales activities with nearby leads through geo tagging, connect
through inbuilt dailer, emailer and best route to reach them through google
maps. Get a daily route summary of your sales agent and get faster team
collaboration with Pulse.

6. As an industry heavily reliant on intermediaries, it becomes key
for you to understand how much value partners are adding to
your business. With CRMNEXT, you can not only determine a
value for every partner, but also deploy differential relationships
across intermediaries to strategically grow business
COMPLETE VISIBILITY
INTERMEDIARY
PERFORMANCE

7. Leverage Intermediary Relationships
CRMNEXT equips you to deploy differential relationship styles across
classes of intermediaries, like bancassurance, national distributors,
regional distributors, and agents. Further, it helps you to discover and
build relationships with neglected intermediaries to ensure greater
mind share and revenue flows.
Segmented Partner Profiles
With a smooth on-boarding process for partners, CRMNEXT helps
you to build complete, 360-degree view of intermediaries and agents.
It enables partner segmenting into various value bands based on
revenue potential and profitability.
Greater Partner Loyalty
CRMNEXT best-in-class features enable lead sharing and processing with
intermediaries to attain higher conversion ratios and reduce cycle time. It
unifies inter-departmental processes on a single system allowing adequate
visibility into their statuses. The facilitation of joint marketing campaigns &
events with intermediaries and sharing of up-to-date information aid the
sales process and build greater intermediary loyalty.
Augment Partner Capabilities With AI
Enable partners to automate engagement with chatbots, virtual assistants
and natural language processing, employ predictive customer analytics
and increase usability and efficiency for partners and customers. Empower
them with AI powered nudges to increase conversions, thus boosting loyalty
and profitability.
Own Customer Relationships With Seamless Partner
Integration
Integrate with partner APIs to take advantage of partner networks
and leverage big data to personalize offerings and enable customer
segmentation. Innovate at scale with specific product offerings like mini
insurance package at partner touchpoints like mobile centers, amazon,
car service centers etc.
Sales Managers face challenge
in getting timely intermediary
performance intelligence.
90%

8. Heightened expectations and lower tolerance for inefficiency among
customers are forcing service providers to up their game. CRMNEXT
with its continuous service capabilities provides you with the tools to
not just survive, but thrive in an unforgiving marketplace.
SUPERIOR SERVICE
EXPERIENCE &
CONVENIENCE

9. Comprehensive Customer 3600
CRMNEXTcomeswithoutofthebox,customizableviewsthatdisplayedaholistic
customer 3600
view that included customer information, contact information,
interactions, preferred contact channel, associated opportunities, service
requests ,escalations and customer history etc. and provides real time updates
and complete intelligence on a customer service request.
Higher First Time Resolution Rates
With CRMNEXT, you can achieve high first time resolution rates with straight
through processes, smart chatbots, automated call scripts, realtime help, and
exhaustive solution bank. CRMNEXT also enables an open communication
platform like WhatsApp, ChatBots, Google Business Messaging, Facebook
Messenger, Instagram etc. to ensure faster resolution of routine and complex
service issues.
Quick Policy Servicing
Set the gold standard for customer service as CRMNEXT ensures super fast
service with a 3600
policy view, automated and end-to-end processes for
policy amendments, funds changes, reinstatement, surrender, and retention.
Additionally, it facilitates faster and convenient payouts and claims processes
including initiation, workflow, approvals, intimation, and dispatch tracking.
After processing the policy service requests, agents can generate and send
letters straight out of CRMNEXT.

10. Agent Servicing
Get a comprehensive Agent 3600
view that that lists down case details,
activity history etc. Service requests are auto-allocation to the right team and
user, based on essential fields, categories and status. Stakeholders are able
to view and follow service requests through various view buckets allocated to
them until the final closure.
Higher Renewals
CRMNEXT delivers a holistic view of each renewal case, enabling users’
case statuses in a single glance. Run targeted revival campaigns that entice
customers who haven’t paid their premium or their policies are lapsed to pay
their premium. Stakeholders can generate real time reports to monitor revival
campaigns and performance of contact, processing centers. Centralized
DMS allows users to refer product specific documents when customers enquire
about specific product feature during a call. Deliver hassle free renewals
thanks to seamless integrations with all customer touch points.
Enable Self-serve Portals
CRMNEXT enables digital empowerment to the customer by creating
automated sales and service processes with zero manual intervention for all
products. What’s more, you can now deliver instant sales and service fulfillment
with intelligent business rules and integration with backend and third party
systems for end-to-end processing.
Customers rate faster servicing
as #1 factor for renewals
decisions.
97%

11. Contact: sales@crmnext.com
 www.crmnext.com | B highimpactcrm.com | L @crmnext
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