Our client is a prominent automotive vehicle’ claims and settlement management facilitator in Spain. The settlement advisors at the company used traditional tools such as MS excel and physical folders to store and manage policyholders’ data. These legacy tools facilitated time-consuming processes as vehicle accident notification, assessment of damage, estimation of repair cost to the final claims settlement and data management of policyholders need manual intervention. This led to ineffective data management and delay in claims settlement. SuiteCRM implementation served as an apt solution for automating the contract and claims management via contract lifecycle management as an intrinsic part of the implemented CRM solution.
Our client, who is an intermediary between the umpteen insurance agencies and the vehicle owners, was looking at a solution that facilitates limitless document exchange and eased their paperwork. Frequent documentation from claiming customers is the agency’s daily operation and hence it was essential to have a system in place that could digitize document management and ensure notification each time a document is initiated. Considering clients requirements, we suggested SuiteCRM as the most fitting solution to establish a system a new and transparent system that can scan emails while managing the claims forms (for both automobiles and bikes) from the insurance agencies to the vehicle owner and vice versa.
SuiteCRM was also chosen because it is an expandable solution and allows smooth integrations with all the leading email service providers. This CRM platform’s capability to accommodate a firm’s growth and significant operations was a major plus.
After brainstorming, we decided to opt for SuiteCRM implementation to address aforementioned business challenges of automating and managing the claim settlement forms.
ADVANZ101’S team of SuiteCRM professionals implemented the platform and started with migrating data & information from MS excel database. Our Suite CRM experts integrated client’s email system with the new CRM platform. The system was organized to automate emails, schedulers, and workflows for smooth distribution and exchange of forms. The CRM solution implemented is multi user and can be accessed through all devices including mobile. Our team’s spontaneous approach towards client needs resulted in a flawless mobile and cloud-based document, email, customer management solution. The new features implemented through SuiteCRM include:
I am extremely satisfied with Advanz101 Jobs. They are a provider I would always recommend and look forward to working with again. Thank you.