Custom Insurance CRM Software Solution as a SAAS Solution

Challenge

• Track, consolidate and classify millions of leads in the most effective manner
• Empower loan officers collect, sort out and pursue leads
• Maintain a data base of potential leads
• Categorize leads as 'prospective', 'sales-ready' and 'qualified' opportunities
• Send automated high end email campaigns to prospective leads
• State specific campaigns to be designed for the whole of the USA

Solution

Leo Technosoft successfully offered a Web based SAAS solution for insurance CRM software to the client, tailor-made for the mortgage industry and more specifically for brokers. Insurance CRM software solution also provides industry-specific insurance functionalities and embedded insurance/mortgage business best practices. The USP of the insurance CRM tool is the user friendly manner in which it enables mortgage professionals to maintain contact with their customers. The brokers could collect potential leads from different web sites, categorize them into different stages and effectively manage them through relevant communication strategies.

The CRM mechanism was strengthened by an inbuilt Campaign Management System designed to target leads with emails and a Financial Planning Tool to record transactions of customers during the whole mortgage approval process.

Achievement:

Our SAAS based insurance CRM solution enables the streamlining of the entire mortgage process that has lead to a 60% increase in lead generation.

Technology Used:

As a frontend ASP.net and VB.net technologies have been used whereas SQL 2000 has been used for database management.