Customer 360 & CRM for insurance

Turn every customer interaction into an opportunity

Empower your agent with 360° view customer insight

Let your agents and customer service teams access a 360°view of a customer. This enables them to provide the right advice, identify and pitch any cross sell or upsell opportunites, customize offerings and so on.

customer 360 & crm
insurance CRM

Intuitive lead management for better conversion.

Get a comprehensive view of your entire lead lifecycle. Leverage our robust and custom-built insurance CRM solution that helps your teams to capture leads automatically, easily track lead activities, qualify them with a powerful ML model and nurture them into customers.


Integrated solutions for renewals, claims and servicing

Using different applications for every different request consumes a lot of time and creates a bad customer experience. Experience an integrated solution of the CRM that enables you to manage claims, renewals, and other servicing requests quickly and easily by each user.


Improve revenues with relevant upsell and cross-sell suggestions

Never lose an opportunity. Get the right recommendations for cross-selling and up-selling opportunities based on the customer segment, demographics, financials, and product holdings. CRM automatically suggests products or services that can be offered to the customer, leading to increased sales and revenue.

Agent packages

Built with the field force in mind

Let your on-field agents close more deals. Empower your insurance agents with a custom and all-inclusive mobile app that is integrated with your master CRM. This mobile app allows your field agents to access and manage the information from anywhere and anytime while staying on the page with the sales and marketing team.

  • Lead capture

  • Convert business cards into CRM contacts.

  • Insurance quote and policy generation

  • Policy renewal and claims

  • Customized alerts

  • Geo-tracking

  • Task management

customer 360
Customer 360°

360° view of your customer to help provide the right advice

A 360° view of the customer helps organizations achieve a single view or a much better understanding of a customer. This empowers multiple business units across the insurance firms to make better decisions and recommend relevant offers to the customers, thus better customer experience.

Gift a truly Omni channel experience to your customers

By adopting an omnichannel approach, improve the efficiency & distribution of insurance services while meeting the growing digital expectations of the consumers. Technovert's omnichannel interaction framework enables insurers to experience the results much faster with maximum RoI.

Omni channel experience

Our partnerships that multiply the impact

We are a Microsoft Gold partner enabling businesses to leverage Microsoft stack and experience the true transformation

Our partnership with Micrsoft Azure enables us to deliver the desired outcome, seamlessly and effectively.

Our partnership with MessageBird enables us to deliver frictionless and omnichannel communication experience to our customers


Read our latest thoughts on technology solutions, processes and the best practices that help you drive overall business development and growth

Challenges get the best out of us. What about you?

We love what we do so much and we’re always looking for the next big challenge, the next problem to be solved, the next idea that simply needs the breath of life to become a reality. What’s your challenge?