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Posted by Patricia on August 31, 2024 at 8:59pm 0 Comments 0 Likes
Posted by Marc on August 31, 2024 at 8:58pm 0 Comments 0 Likes
73% of customers holding an insurance policy expect self-service options for policy management. Most customers want convenience while searching for queries or doubts. Yet, insurance companies find enabling a frictionless customer journey difficult due to the lack of the right technology, manual processes, and insufficient self-service options. This can lead to frustration, dissatisfaction, and customer churn.
CRMJetty Dynamics 365 customer portal solution can be customized specifically for insurance verticals, allowing these companies to transform their customer experience completely. Ready to learn more? Let’s get started.
Many insurance companies still rely on systems that are not updated. These outdated systems lead to slower response times, errors in customer data handling, and a lack of integration across different communication channels. As a result, agents cannot provide the instantaneous feedback and seamless experience that customers expect. This technological inadequacy directly contributes to customer frustration and, ultimately, to increased churn rates.
Today, customers have a mobile-first approach, often preferring to manage their interactions via smartphone. Insurance companies need robust mobile platforms that can handle quotes, claims management, and customer support in a user-friendly manner.
CRMJetty provides a customer portal solution as an integrated bridge for insurance companies and the challenges they face. Here are some important points.
Harness the full potential of Dynamics 365 with your existing customer data hub. Seamless integration with Dynamics 365, ensuring that all customer information and details of their policy are at your fingertips within the portal. This also means no manual entries are required for data, providing a uniform customer experience.
Security is paramount when handling sensitive personal and financial information. CRMJetty ensures that all data handled through its portal is encrypted using the latest standards and complies with major regulatory requirements such as GDPR and HIPAA. This robust security framework protects against data breaches and unauthorized access, providing insurers and their customers peace of mind.
As insurance companies grow, so does the complexity and volume of their data. The CRMJetty portal is built to scale effortlessly with your business’s growth. Whether you want to expand your customer base, increase the number of policy offerings, or extend your geographical reach, our portal can accommodate that growth without degrading performance or user experience.
CRMJetty Dynamics 365 Customer Portal is more than a portal; it has specifically tuned features to streamline insurance operations for enhanced customer experiences.
1. Onboarding and Online KYC: CRMJetty facilitates using a secure portal for online KYC (Know Your Customer) and Application Forms, thus simplifying the onboarding process.
2. Intuitive and easy to use: Customized forms for new customers to collect all necessary documentation from any device. Shortening the time of manual data input and verification speeds up the onboarding process without compromising regulatory standards.
3. Policy Management Dashboard: The CRMJetty portal offers a centralized view via the policy management dashboard, whereby all the policies can be viewed on one standard screen for the customers. This dashboard includes:
4. Document Repository: The portal’s centralized document repository allows customers and agents to store and access all policy-related documents, such as contracts, invoices, and correspondence related to claims.
5. Claim Initiation and Status Tracking: The portal empowers customers to initiate claims online and track their status through every process stage.
One of the most common nightmares of insurance customers is a lack of communication while taking policies or claims. CRMJetty’s Portal makes life very easy since it allows for accessible, real-time, two-way communication between agents and customers.
CRMJetty’s customer portal solution offers a powerful solution for insurance companies to:
By leveraging this innovative technology, you can transform your customer journeys and position your insurance company for long-term success.
So, are you ready to unlock the power of CRMJetty’s Dynamics 365 Portal solution for your insurance business?
Contact us today for a free consultation.
Original Blog:
https://www.crmjetty.com/blog/dynamics365-portal-customer-success/
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