Agiliux CRM™
Centralised CRM for the insurance industry, boosting sales, efficiency, and customer engagement.
Tailored Insurance CRM
Insurance Industry specific CRM tailored to meet the varying needs of Insurers and Insurance Intermediaries (Banks/Brokers)
Agiliux CRM is a comprehensive solution designed specifically for the insurance industry, catering to insurers and insurance intermediaries such as banks and brokers. It optimises team management, streamlines lead tracking, and enhances customer engagement through personalised communication channels. With features like centralised customer database management and streamlined claim FNOL processing, customer service and self-service portals, Agiliux CRM revolutionises operations, fostering stronger client relationships and boosting overall efficiency.
Marketing
Enhance marketing strategies with Agiliux CRM, offering personalised customer communications and streamlined lead management for insurance intermediaries.
Team Management
Optimise team management with Agiliux CRM, tailoring and efficiently organising your teams. Seamlessly capture leads for prospective sales from diverse channels such as social media, websites, and WhatsApp. Effortlessly track leads at every stage, optimally assigning them to executives. This cloud software is designed for insurance intermediaries, enhancing workflow and lead management.
Personalised Notifications
Stay on top of your marketing game by providing a personalised touch to your customers with customised emails or SMS for their special events and festivals or any special coupons to boost sales. Keep a record for future reference too.
Agent and Lead Management
Efficiently onboard, guide, and assign roles and targets to your team with Agiliux CRM. Consolidate lead information on a centralised portal, track lead sources, and monitor progress stages seamlessly. Utilise Agiliux CRM for real-time responses to leads, ensuring prompt customer engagement at every stage.
Products and Quotes
Effortlessly share comprehensive insurance product proposals via Agiliux CRM, providing detailed product information, coverage, and exclusions in PDF attachments. Capture essential insurance requirements through proposal forms, calculate premiums based on policyholder details, and send quotes for comparison. Facilitate optimal policy fit for policyholders, ensuring seamless communication, and maintain archived records for future reference.
Invoice and Payments
Efficiently monitor the status of quotes until client acceptance within Agiliux CRM. Track pending quotes and debit notes, updating their status upon successful payment collection. Leverage automated Email/SMS reminders for pending payments, enhancing communication. Send confirmation email and Agiliux CRM seamlessly updates invoice statuses, providing insurance intermediaries with a streamlined and responsive workflow.
Portfolio Management
Efficiently manage customer portfolios with Agiliux CRM, tracking all policies purchased and identifying potential offerings. Enhance client relations by cross-selling additional protection based on their details available in the database. Agiliux offers a user-friendly cloud software solution optimising client portfolio management and fostering better customer relationships.
Sales Management
Elevate agent and lead management, streamline product proposals, and enhance invoice and payment processes for seamless insurance operations.
Sales Management
Elevate agent and lead management, streamline product proposals, and enhance invoice and payment processes for seamless insurance operations.
Agent and Lead Management
Efficiently onboard, guide, and assign roles and targets to your team with Agiliux CRM. Consolidate lead information on a centralised portal, track lead sources, and monitor progress stages seamlessly. Utilise Agiliux CRM for real-time responses to leads, ensuring prompt customer engagement at every stage.
Products and Quotes
Effortlessly share comprehensive insurance product proposals via Agiliux CRM, providing detailed product information, coverage, and exclusions in PDF attachments. Capture essential insurance requirements through proposal forms, calculate premiums based on policyholder details, and send quotes for comparison. Facilitate optimal policy fit for policyholders, ensuring seamless communication, and maintain archived records for future reference.
Invoice and Payments
Efficiently monitor the status of quotes until client acceptance within Agiliux CRM. Track pending quotes and debit notes, updating their status upon successful payment collection. Leverage automated Email/SMS reminders for pending payments, enhancing communication. Send confirmation email and Agiliux CRM seamlessly updates invoice statuses, providing insurance intermediaries with a streamlined and responsive workflow.
Portfolio Management
Efficiently manage customer portfolios with Agiliux CRM, tracking all policies purchased and identifying potential offerings. Enhance client relations by cross-selling additional protection based on their details available in the database. Agiliux offers a user-friendly cloud software solution optimising client portfolio management and fostering better customer relationships.
Operations
Seamlessly integrate with Agiliux Commercial and Retail for comprehensive Broker Management.
Central Product Configuration
Simplify product updates with Agiliux CRM’s Central Product Configuration. Effortlessly modify website or mobile app information in just a few clicks, streamlining the process for insurance brokers, agencies, insurers or bankers. Agiliux CRM provides a user-friendly efficient solution, ensuring quick and seamless updates to product information for enhanced flexibility and responsiveness in the insurance industry.
Agents Management
Effortlessly maintain agents, roles, and agencies, assigning products and controlling access. Review agency data, customer details, and sales information seamlessly. Simplify user management and data assignment with Agiliux CRM’s intuitive cloud software designed to enhance operational efficiency and facilitating targeted sales strategies.
Insurer Billing & Payment
Agiliux CRM enables insurers to access a unified overview of premiums and commissions across diverse channels. Instantly generate invoices and commission details upon policy issuance, facilitating customised reporting in accordance with regulatory requirements. Elevate efficiency in managing financial data through our cloud software tailored for insurance intermediaries in the industry.
Policy Management
Agiliux CRM revolutionises policy management for insurance intermediaries by maintaining current policyholder information and coverage details. Utilise cloud storage for swift access to policy documents, ensuring efficient future reference. Seamlessly track policy endorsements and renewals, while securely storing updated policy documents. Optimise policy management processes and analysis through customised policy dashboards enhancing overall efficiency for insurance intermediaries.
Claim Management
Accelerate the claim process with Agiliux CRM’s online claim submissions, ensuring swift and efficient claims management. Gain real-time tracking for claim status and comprehensive analysis through intuitive claim dashboards. Use Agiliux CRM to optimise claim process providing insurance intermediaries with a seamless and transparent approach to claims management in the evolving insurance industry.
Expense Management
Simplify expense management with Agiliux CRM’s feature for maintaining daily expenses. Effortlessly track their day-to-day expenses, storing bills and supporting documents within the system. Streamline tax return filing by accessing comprehensive expense reports, aiding agents and agencies in planning expansions and facilitating reimbursements.
Customer Service
Elevate customer service with 24/7 helpdesk, personalised notifications, efficient support tracking, and intelligent AI chatbot.
Helpdesk management
Agiliux CRM facilitates seamless helpdesk support for insurance brokers, enabling them to assist their customers efficiently. Our system ensures round-the-clock assistance, empowering brokers to offer timely support to their clients. With Agiliux CRM, brokers can enhance customer service and satisfaction, fostering strong relationships and trust within the insurance industry.
Automated Notifications
Agiliux CRM empowers brokers to provide comprehensive helpdesk support to their clientele through our intuitive system. Enhance customer engagement and outreach with personalised emails and SMS, optimising communication channels. With Agiliux CRM, brokers can seamlessly manage customer inquiries and deliver tailored assistance, fostering stronger relationships and improving overall service quality.
Track Support Activities
Agiliux CRM empowers brokers to streamline helpdesk support for their clients seamlessly facilitating service requests for endorsements, renewals, and claims status with our intuitive platform leading to enhanced customer interaction with real-time updates. With Agiliux CRM, brokers can elevate customer service, fostering proactive assistance and efficient request management ensuring timely resolution and client satisfaction
Personal and shared calendar
Agiliux CRM provides versatile personal and shared calendar features, allowing users to efficiently manage individual tasks, appointments, and deadlines. Enhance collaboration and coordination by seamlessly coordinating and planning with shared calendars.
Intelligent Chatbot (Ori)
Agiliux CRM introduces ORI, an advanced AI Chatbot, to streamline customer interactions within the platform. ORI assists customers effortlessly in purchasing policies and submitting claims, leveraging artificial intelligence for seamless engagement. Enhance customer support with Agiliux CRM’s innovative helpdesk system, tailored for brokers to efficiently assist their customers.
Update contact details
Agiliux CRM presents its Self-Service Portal, empowering brokers to offer seamless self-service capabilities to their customers. Enhance customer satisfaction by enabling clients to manage their contact details conveniently. Agiliux CRM’s Self-Service Portal ensures swift updates from any location, fostering efficient customer interactions and engagement.
Check policy details
Through Agilux CRM’s Self-service portal, brokers can provide their customers with access to review their policy details instantly and conveniently in real-time.
Download policy Documents
This feature of the self-service portal of Agiliuux CRM enables brokers to extend the option to securely download policy documents to their customers ensuring instant access and safe record-keeping.
Apply for Renewals and Endorsements
Empowering brokers to provide their customers with easy applications for policy renewals and endorsements through Agiliux CRM’s Self-service platform. This feature helps policyholders stay updated through the Customer Self-Service Portal, ensuring a proactive and efficient approach.
Customer Statement
Elevate client communication between brokers and their customers through Agiliux CRM by generating transparent statements for enhanced trust. Streamline interactions, fostering satisfaction, and optimising operations with our cloud software for insurance intermediaries.
Claim Initiation and Status Update
Intelligent Chatbot
Facilitating brokers to enhance policy-related support for their customers with ORI’s Intelligent Chatbots, leveraging AI. Empowering your business with our advanced cloud software for insurance intermediaries, ensuring efficient assistance and superior customer service in the insurance industry.
Integrated with Helpdesk
Experience streamlined customer support with Agiliux CRM’s self-service portal seamlessly integrated with our advanced helpdesk system, ensuring efficient assistance and superior user experience in the insurance industry.
Customer Self-Service Portal
Empower your customers with seamless self-service options for updates, policy details, documents, and renewals.
Customer Self-Service Portal
Empower your customers with seamless self-service options for updates, policy details, documents, and renewals.
Update contact details
Agiliux CRM presents its Self-Service Portal, empowering brokers to offer seamless self-service capabilities to their customers. Enhance customer satisfaction by enabling clients to manage their contact details conveniently. Agiliux CRM’s Self-Service Portal ensures swift updates from any location, fostering efficient customer interactions and engagement.
Check policy details
Through Agilux CRM’s Self-service portal, brokers can provide their customers with access to review their policy details instantly and conveniently in real-time.
Download policy Documents
This feature of the self-service portal of Agiliuux CRM enables brokers to extend the option to securely download policy documents to their customers ensuring instant access and safe record-keeping.
Apply for Renewals and Endorsements
Empowering brokers to provide their customers with easy applications for policy renewals and endorsements through Agiliux CRM’s Self-service platform. This feature helps policyholders stay updated through the Customer Self-Service Portal, ensuring a proactive and efficient approach.
Customer Statement
Elevate client communication between brokers and their customers through Agiliux CRM by generating transparent statements for enhanced trust. Streamline interactions, fostering satisfaction, and optimising operations with our cloud software for insurance intermediaries.
Claim Initiation and Status Update
Enabling brokers to facilitate their customers in getting seamless claim initiation and status updates through our Self-Service Portal on Agiliux CRM. Empower customers with user-friendly tools, enhancing their overall insurance experience
Intelligent Chatbot
Facilitating brokers to enhance policy-related support for their customers with ORI’s Intelligent Chatbots, leveraging AI. Empowering your business with our advanced cloud software for insurance intermediaries, ensuring efficient assistance and superior customer service in the insurance industry.
Integrated with Helpdesk
Experience streamlined customer support with Agiliux CRM’s self-service portal seamlessly integrated with our advanced helpdesk system, ensuring efficient assistance and superior user experience in the insurance industry.