CRM for
Insurance
It begins with compassion
Trust and privacy add complex dimensions to building relationships and have to be treated with extra care. We understand the need to foster life-long relationships with personalised interactions and data-driven, life-saving solutions.
With ORLIG CRM, now you can
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
And there’s more
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.
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.
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.