Qorus Innovation in Insurance Awards 2021

Ai Insurance Organization custom CRM/BMS

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12/04/2021 Insurance Innovation

About

Ai Insurance Organization Inc. developed a tailored BMS/CRM solution with application programming interface (API) capabilities to interact with several external applications including PowerBroker, QuickBooks, Act-On and premium financing partners.

Innovation presentation

In most brokerages, Broker Management Systems (BMS) serve as an insurance brokerage’s central repository of customer, policy, and proposal information.

Over the past few years, the industry has seen a push towards complementing BMS functionality with the addition of Customer Relationship Management (CRM) software, which improves how businesses interact with their customers.

Ai Insurance Organization Inc. developed a tailored BMS/CRM solution with application programming interface (API) capabilities to interact with several external applications including PowerBroker, QuickBooks, Act-On and premium financing partners.

Key benefits include simplified workflows for lead and account management, as well as automated notifications throughout the policy life cycle. The result is a seamless management process from lead to prospect to sale and renewal with full ROI reporting.

By building our own system, we mitigated the duplication of licensing fees. We achieved successful adoption through continuous training, system update notifications, dedicated troubleshooting and support.

Uniqueness of the project

As a technology-driven brokerage, we continually assess innovative solutions to accelerate growth, improve service and increase retention. This unfortunate pandemic has demonstrated the true value in the digitization of our brokerage and IT infrastructure with the seamless transition to a remote working environment. We are currently developing new modules which, when released will aid our team and our clients with faster, self-service processing.

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