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.

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.