Insure your business strategy against technological collapse

Being in a state of permanent transformations due to the ever changing technical innovations, every insurance organization can take advantage of the opportunity to become customer-centric and improve its service quality with CRM system. Having implemented new-age CRM strategies into the working processes, an insurance company provides its agents and customers with flexible communication tools. CRM for insurance firms helps better attract and retain clients, providing them with customer-driven service that involves a 360 degree view of the client. With CRM software it’s possible to target insurance services that customers truly require and create the trust that increases sales and helps capture the wanted market share in the extremely competitive insurance industry.

CRM features and functions in insurance industry

Customers are one of the most valuable assets. They appear to be source of your company’s income and source of information, which is critical in case if you want your organization to prosper. That is why you should focus your attention on building reliable relations with them. 

The process of handling customer relationships in insurance companies involves coordinated work of several departments as well as timely collection of the relevant and up-to-date information. Customer relationship management software allows agents and independent brokers access, monitor and process all the customer-related data in one carrier system.


Elinext Group puts an emphasis on providing your business with the best solution. Its innovative development approach means that we are aimed to customize CRM solution for insurance industry and provide a range of specific functions and additional features:

Service module captures vital information about new and existing clients on an ongoing basis. This application determines most profitable customers and collects data about supplementary products or services that could be a good cross-sell or upsell opportunity.

Marketing automation system is a tool for lead generation. This solution automates all the marketing processes: strategic planning, campaign design, customer segmentation, lead generation, nurture campaigns, prospect scoring, and closed loop analytics that will help to predict the client’s behavior and thus make further campaigns more successful.

Sales force automation system is a “must have” software in case you want to keep up with the brisk pace of modern marketplace and boost your revenues. It is developed to enhance the sales processes by automating and streamlining repetitive tasks that a salesperson caries out: sales processing, inventory control, sales commissions, tracking of customer interactions, generating quotes, analyzing sales forecasts and performance. Instead of getting bogged down in common routine administrative activities, your team will be able to concentrate on increasing the quantity and quality of the interactions.

Professional Services Automation software (PSA) is a best-of-breed solution that assists insurance professionals and takes care of resource management, project management, time recording, expense reporting, invoicing clients and billing. PSA enables your employees to receive the data faster and make proactive decisions.

Call Center and Customer Service is one of the most important functions of CRM. It is designed to handle numerous customer communications so that the clients would always be satisfied.

Quote-to Order system allows insurance professionals to lessen time-consuming processes of quoting and ordering, to curtail sales costs and to reduce unit prices. This solution gives the insurance company the competitive advantage as it shifts the company’s focus to customer-centric sales and service issues.

Content Management system is regarded as part of personalization service applications. Any customization or recommendation to the user is rooted in the suggestive content with respect to those services and products that will meet a client’s expectations to the best advantage.

Personalization system gives your customers an opportunity to access relevant data grounded on their profiles.

Recommendation module provides your company’s clients with a questionnaire to the best matching their demands products or services.

E-Mail Response Management system is an indispensable tool for managing e-mails that an insurance company receives in large amounts. This application diminishes the need for manual work and thus intensifies productivity, increases processing accuracy leaving no room for errors, and enables agents to provide professional services regardless of their skill level in less time.

Benefits CRM will be able to bring to insurance industry

Modern insurance industry is defined by complex and competitive environment which lacks stability. The biggest challenge for this sector is to obtain new clients and to retain the old ones. Customer loyalty is diminishing and organizations are starting to realize the importance of being not only market-focused but also customer-centric.

Implementing insurance CRM system allows your company to gain such a level of service when there will be no disgruntled customers. This intelligent solution streamlines processes, carries out integrated practices and consolidates information across several systems. Thereby, rapid resolution of existing problems, costs and charges transparency and the development of the product that will fulfill the client’s specific requirements is provided.

Custom-made CRM system for insurance industry from Elinext Group

Elinext Group is an experienced company that will help to fulfill the potential of your company. If you want your organization to gain advanced efficiency, establish long-term customer relations, provide your clients with superior services, Elinext Group is exactly what you are looking for. Don’t hesitate to contact us, and soon you’ll enjoy top-line sales and boosted revenues.

At present, insurance industry faces numerous challenges: this sector is becoming remarkably complex and rival. Insurance companies have been taken in the toils: they have to constantly enhance their products and adjust to new circumstances so as to perform well. CRM system is geared towards those who want to remain efficient and leverage their investments. If you belong to those people, Elinext Group will be pleased to provide you with the following services:

Custom CRM Development is a process in which our certified software developers are involved. They work out an intelligent solution for automating integrated sales and marketing, managing documentation and contracts, providing customer service and support, exercising product catalog management in order to help companies develop in a profitable direction.

CRM Customization adjusts the developed software to your specific business needs and empowers your company to make your investment in CRM system a lucrative one. Instead of sticking to inflexible rules, customizing Elinext CRM gives you an opportunity to alter the design, workflows, data fields and reports in such a way that they will be precisely apt for your business.  

CRM Software Testing assures the high quality of your entirely integrated and customized CRM system. General CRM solution can work well straight away, but when deploying a customized CRM, one should take into consideration that it may be touch-and-go business. Planning, analyzing and testing the system guarantees that no mistakes will occur. 

CRM Implementation is a process of running a CRM. If not implemented well, this system could turn into a costly mistake instead of being a powerful managing tool. Elinext Group team will take all the risks under its control, and the deployment process will be consistent, reliable and scalable.

CRM Upgrade and Maintenance is a significant part of service. It would be a good idea to use new releases of CRM so as not to lack functionality in the future.  

Why CRM software from Elinext Group

CRM is a fresh approach to solving nowadays’ business challenges. If you are looking for the software that will give your company renewed impetus to establishing solid relationships with the customers, look no further. Elinext Group staff will be glad to help with the development of an application that will meet your demands and will empower your organization to produce striking results. Deep and thorough understanding of customer’s needs increases the company’s competitive edge and boosts its revenues.

Insurance CRM developed by our knowledgeable professionals ensures that you place your clients in the forefront and possesses the following advantages: 

  • Increased profits
  • Improved customers’ satisfaction
  • Coalesced view of customers’ activities
  • Targeted marketing
  • Lowered cycle times
  • Ease of employment
  • Overall tracking of marketing and sales campaigns
  • Enhanced visibility into sales pipeline
  • Creation of better-qualified leads
  • Deliberate speed of decision-making.


You have a project

Step 1
You send us all the requirements that you have, specifications or any other documents about the project
Step 2
We analyze the requirements, estimate the project and offer you a quote for development
Step 3
If it looks reasonable to you, we sign an NDA and a contract and start the project

We work on the project

Step 1
We assign a project manager and organize a dedicated team of software developers and designers
Step 2
The whole team is online the whole working day and available via email, Skype, phone
Step 3
Clients decide the level of involvement in the development
Step 4
Clients provide us with the preferences and recommendations regarding design and specific features of the application
Step 5
We carry out development. Several times per week we organize demonstrations for clients to provide them with the latest updates on the development
Step 6
Organize a QA team of testers, that will fix any code imperfections and bugs
Step 7
Deliver the finished solution and all sources, assist to deploy online

The project is ready

What is CRM?

CRM stands for Customer Relationship Management. It is a business approach designed as a data tracking system. It captures information on each client and consolidates it into a single system.

What are the advantages of using CRM system?

The benefits of CRM system are as follow:
increased customer satisfaction
augmented customer retention
curtailed marketing costs
increased efficiency
maximized profit.

Is it hard to set up CRM system?

Insurance CRM system developed by Elinext Group is not difficult to set up. It is one of the most intuitive and easy to use CRMs you could expect to find. However, sometimes the process of implementation requires customization and only developers can cope with it. If that is your case, our team is at your service.

If my system grows, can the system expand?

With Elinext Group you needn’t worry about scaling up your system. Our software solution can also easily support multiple dealership locations.

If I run business which is quite small, should I implement CRM application?

Even if your business is not very large, you may be interested in more sophisticated software solution that will capture vital customer data. This system enables you to focus more on your product or service while it takes care of managing your customers’ interaction.

Is the security level of CRM systems high enough?

Elinext Group provides its customers with a secure application which protects information integrity and privacy. It also supports expedient data access and cooperation. The targets of insurance CRM by Elinext Group are:
Give users the access to the appropriate levels of data which is necessary to perform their functions.
Categorize users according to their roles and limit data access relying on this categorization.
Support information sharing so that users could gain access to the records they don’t own for a defined collaborative effort.
Prevent data access for a user who doesn’t own or share the records.

Is CRM system by Elinext Group affordable?

The cost depends on the required functionality and the number of users. Still, even a customized CRM will be affordable for the cost-conscious purchasers.

Is CRM system easy to use?

We guarantee that the learning curve will be minimal because CRM by Elinext Group is extremely user-friendly.

How can I measure the success of implementing and using CRM application?

CRM tools will allow you to control productivity as well as sales performance. Measuring the success of CRM system can be done in two ways:
surveying clients’ contentment with sales and service
collating the impact of marketing campaigns.

Are there any customers’ reviews to look at?

Yes, of course. If you are interested in getting more information about our clients and the quality of our services, click here. You can also use our Case Studies.

How can I contact you if I decided to order a CRM system?

You can find a contact form on our website or you could get in touch with us by email, telephone(+375-17) 237-53-65 or Skype.