Digital Transformation in Insurance Processes.
Manage Policies.
Manage your insurance agency through a single platform. Digitize your insurance operations from start to finish with policy tracking, claims management, customer portfolio, and quote comparison.
Why Use Insurance CRM?
Policy Renewal Rate
Minimize customer churn and increase your renewal rates with automatic maturity reminders and a proactive quotation system.
Integrated Insurance Company
Make instant quote comparisons with more than 30 insurance companies in motor insurance, traffic, health, housing and travel branches.
Uninterrupted Support
Respond instantly to your customers' policy inquiries, damage notifications and quote requests with WhatsApp AI assistant.
Manage Your Insurance Portfolio from a Single Center.
Policy Tracking System
Manage all your policies including motor insurance, traffic, health, housing and travel insurance from a single panel. Never miss renewal opportunities with maturity reminders.
Claims & Compensation Management
Record damage notifications instantly, track file processes and manage adjuster assignments digitally. Automatically inform your customers about the process.
Customer Contact Center
Send policy maturity reminders, quote comparisons and claim status notifications to your customers via WhatsApp, SMS and e-mail integration.
Performance & Reporting
Monitor critical metrics such as agency performance, premium revenues, policy renewal rates and claim conversion times with instant graphs.
3 Steps to Build Your Insurance CRM.
1. Identify Your Agency
Introduce your insurance branches, contracted companies and sales team to the system. Prepare your policy templates and offer formats.
2. Transfer Your Customer Portfolio
Transfer your existing customer data and policy information to CRM. Maturity tracking, renewal reminders and cross-selling opportunities start automatically.
3. Automatic Tracking & Reporting
Automate policy maturity reminders, claims process notifications and satisfaction surveys. Monitor your agency performance with real-time dashboards.
Manage Your Insurance Processes End to End
Everything from policy management to claims tracking, from customer communication to reporting is under one roof.
Manage All Your Policies from a Single Screen
Monitor all insurance branches including motor insurance, traffic, health, housing and travel from a central panel. Policies with approaching maturity dates are automatically warned.
- Automatic policy registration and digital archiving
- Instant quote comparison and best price recommendation
- Maturity reminder and renewal automation
Frequently Asked Questions
The most curious things about Tecof Insurance CRM.
With Tecof Insurance CRM, you can manage all branches including motor insurance, traffic, health, housing, TCIP, travel, workplace and personal accident insurance from a single panel. Maturity tracking, renewal reminders and damage process management are available for each policy type.