July 10, 2023 / admin / 0 Comments SmartLife Our Product SmartLife Insurance CRM Built on Microsoft Dynamics 365 Base CRM Power Apps CAPABILITIES & FEATURES Guided Process for Proposal /UW .Comprehensive TAT AnalysisIdentify Process Bottlenecks .Straight through Processing .Role based access .Automated task assignment .My workplace dashboard to view task assigned .Date and timestamp at every stage of the application with comments . Contact Us MicroSoft App Source SmartLife – Insurance CRM with Lead Management, Pre-issuance U/W requirements management, Receipting and Post Issuance Sales Automation Lead entry from multiple sources and automated routingGenerate quotes, Benefits illustration Pre-issuance New Case creation or convert quotes to casesGenerate and service U/W requirementsPremium Receipts and refundsAutomated Case / Application routing to QA, U/WIntegration with Document Management SystemCustomer on-boarding Customer 360 Single view of customer across leads, proposals/cases, Policies, Claims, Service Requests SmartBankJuly 9, 2023SmartloanJuly 10, 2023 Related Posts CRM Types of CRM April 20, 2024 / Ankit Rathod / 0 Comments CRM What is CRM April 13, 2024 / Ankit Rathod / 0 Comments