The document outlines the features of an insurance client management system offered by Elisops, including client management, policy management, claims management, marketing automation, and reporting and analytics. Key benefits include improved client relationships, increased efficiency, and enhanced data management. Additional features include a mobile app, third-party integrations, and security compliance.

1. Features of
Insurance Client
Management
System
www.elisops.com

2. 1. Client Management:
⚬ Centralized storage of client data
(contact, policies, claims history).
⚬ Segmentation and targeting for
personalized communication.
⚬ 360-degree view of client
interactions and preferences.
Key Features of Insurance
Client Management System

3. 2. Policy Management:
⚬ Automated policy issuance, renewal,
and endorsement processes.
⚬ Real-time access to policy details
and coverage information.
⚬ Integration with underwriting and
claims systems.
3. Claims Management:
⚬ Online claims submission and
tracking.
⚬ Streamlined communication with
adjusters.
⚬ Faster claims processing and
settlement.

4. 4. Marketing Automation:
⚬ Targeted email campaigns based on
client segments and preferences.
⚬ Automated lead nurturing and follow-
up.
⚬ Measurement and analysis of marketing
campaign performance.
5. Reporting and Analytics:
⚬ Generate comprehensive reports on
sales performance, client engagement,
and claims trends.
⚬ Gain insights to improve operations,
marketing, and risk management.

5. Additional Features
• Mobile App
• Integration with Third-Party
Tools
• Security and Compliance
• Artificial Intelligence (AI)

6. Benefits of Insurance Client
Management System
• Improved Client
Relationships
• Increased Efficiency
• Enhanced Data Management
• Improved Sales Performance
• Reduced Costs

7. Contact Us
sales@elisops.com
Plot No. C-184, 4th Floor, Industrial Area,
Phase VIIIA, Sector 75, Sahibzada Ajit
Singh Nagar, Punjab 160071, India
+91 905-699-9485
www.elisops.com

8. Thank You
F o r Y o u r A t t e n t i o n
www.elisops.com