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Quality Insurance CRM that Automates Your Business to Increase Sales & Improve Customer Service



  • Flexibility to customize the CRM software
  • Maintain a high customer service quality & access a centralized database
  • Increase sales by upselling & cross-selling products based on customer requirements

SPECIAL OFFER



Fill up the Form & Get One Hour Free Consultancy

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CALL US: +91-033-40051715
Email: info@ecelticgroup.com

Quality Insurance CRM that Automates Your Business to Increase Sales & Improve Customer Service

  • Flexibility to customize the CRM software
  • Maintain a high customer service quality & access a centralized database
  • Increase sales by upselling & cross-selling products based on customer requirements

SPECIAL OFFER

Fill up the Form & Get One Hour Free Consultancy

Claim Your Free Consultation Session Now

Why Us?

Manage Everything

Manage policy sales and renewals, marketing campaigns, customer service and retention on a single platform.

Automate Lead Distribution

Assign leads to insurance agents on the basis of factors like policy type, location, and others.

Effective Policy Management

Handle customer information for multiple policies with customized page layouts & keep policyholder data in a centralized location to access it instantly.

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Combined Database

Get access to customer information like policies, claims and interactions in a few clicks, without having to leave the CRM dashboard.

Advanced Reports & Analytics

Know about the latest trends, key performance indicators and sales forecasts by generating detailed reports.

Target the Right Leads

Classify potential customers & intelligently prioritize leads based on the CRM dashboard's contact information.

Insurance CRM

Get your insurance Customer Relationship Management (CRM) software developed with the implementation of extremely innovative and flexible tools at affordable price.

e-Celtic offers bespoke Customer Relationship Management strategy to manage online insurance related prospects through the entire sales lifecycle. Our insurance customer relationship management (CRM) software is effectively designed with a set of tools to facilitate businesses manage, organize and track interactions through a system with their customers with an end to end sales lifecycle. The main purpose of the insurance CRM developed by e-Celtic lies in the utilization of data in the analysis of customers history with a company in order to improve business relationships with customers, entirely focusing on customer retention and eventually driving enlargement in sales.

Since it's easier to hold on to customers than to hit upon and win over new ones, e-Celtic offers extremely innovative and flexible tools to facilitate insurance companies form an emotional and rational connection with their customers. With e-Celtic, insurance companies can easily transform customer data into profound customer relationships and thereby open up fresh sales opportunities for the present and the future.

e-Celtic's advanced and superior workflow assists in the automation of lengthy sales process including preliminary consultation, offers, follow-up consultation and alteration process and supply digital support with an automated reminder system. This certainly serves as a key role in terms of making the sales process tremendously transparent and efficient, reducing errors and duplicate data entry.

e-Celtic's influential sales potentials (including mobile applications), allows consultants to access the customer credit scores, model calculations, customer history, prior contracts, policies sold, terms, customer claims, outstanding payments, etc. before and during customer meetings, turning every meeting into more significant and productive ones. With our rich set of customer service capabilities, e-Celtic helps rationalize customer service with easy access to combined customer service tools and customer data. e-Celtic offers you the ability to incorporate brokerage firms into the CRM system making cooperation even more well-organized and efficient. Brokers gain role-based access to processed customer cases (including policies, invoices, premiums, damage reports) which provides them with a 360-degree view of their customers. Our integration podium facilitates flawless mixing of internal insurance accounting systems, damage overviews and contract and customized software for companies to manage their customers.

Delivering Business

Consistent communication

We deliver successful projects by effective and consistent follow-up with clients, devoted account manager and by online collaboration with eCollab.

Support and training

Our dedicated staffs offer relentless support 24X7 across all time zones if required. We provide quality training sessions both online and onsite along with detailed user manual.

Accreditations and awards

We are ISO 9001:2008 certified company. We ranked among the top 20 companies in Deloitte first 50 for two consecutive years. We were also nominated for Samsung Digital Media Awards.

Our Clients

Some of our Clients are here

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Recent Works

Some of our Work Examples

What Our Customers Said?

Don't take our word. See our testimonials

Perfect mix of technology and creativity for advanced digital marketing solutions

Email: info@ecelticgroup.com | Tel: +91-033-40051715

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