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Insurance

Saratoga CRM™ enables insurance companies to manage, synchronize and coordinate all customer touch points across any channel of interaction. It provides industry-specific insurance capabilities to meet the needs of organizations that manage multiple sales and service channels including direct sales, captive and independent agencies, brokers, call center customer service and claims service organizations, service providers, and field claims adjusters.

Using Saratoga CRM, organizations can consolidate information from disparate back office systems such as policy, claims and billing systems. This provides insurance professionals with a single view of customer portfolios so they can better serve their customers and intelligently cross-sell additional products and services. Saratoga CRM can become the focal point for coordinating business workflows across multiple departments and back-end systems - such as the flow of a proposal from a broker, through sales, underwriting, and ultimately provisioning.

Using Saratoga CRM, insurance companies will improve their ability to acquire, retain, service and cross-sell to customers, while reducing operating and maintenance costs.

Benefits of Saratoga CRM:

• Increase Productivity and Efficiency - By consolidating data from disparate back office policy, claims and billing systems Saratoga provides a unified view of policy holder account, product, policy, service and commission information.
• Improve Online Client Satisfaction and Convenience - Saratoga CRM provides a single starting point for most customer service inquiries.
• Improved Quoting - Saratoga CRM streamlines complete quote management, allowing agents to rapidly capture customer information, generate new quotes and create new policies by easily gathering pertinent information on insured contacts and properties.
• Comprehensive Policy Management - Saratoga CRM provides comprehensive policy management for the entire organization, including service personnel and claims agents. It enables new business processes while tracking the status of all policy-trailing documents and initiating the ordering of underwriting documentation.
• Effortless Claims Management - Agents, brokers, call center representatives, and mobile claims adjusters can quickly capture all relevant data and activities associated with each claim, and to link immediately to customer and policy information.
• Document Management - Saratoga CRM automatically creates important policy documents such as quote packages, declarations, certificates of insurance and payment receipts that can be sent to customers by mail, email, or fax.
• Improved Risk Assessment - Saratoga CRM enables agents to easily collect a comprehensive file of customer-specific underwriting data across all lines of business.

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