ICRM is an AI-driven automation solution for the Insurance and Finance industry.

The ICRM system is the output from a 10 year working relationship with Brokers, Practices and Organizations in the Insurance and Finance space. We have an extensive history of building business intelligence solutions for insurance and financial organizations.

ICRM builds upon this foundation of knowledge to create a collection of business solutions and tools that leverage the latest Microsoft technologies to automate and optimize the processes usually associated with running an Insurance and Financial practice.

 

ICRM is an AI-driven automation assistant for Insurance brokers

 

ICRM primary objective is to improve the efficiency and productivity of Insurance brokers.

This is achieved by working closely with brokers to understand their pain points and leveraging the latest Microsoft technologies to produce solutions that work.

By leveraging AI and automation, ICRM provides an end-to-end solution that drastically reduces admin overhead and manual effort for brokers and their staff. 

The outcome being, brokers have more time to position key staff performing meaningful tasks and ultimately growing their business.  

 

ICRM - Insurance Practice CRM App - Client Sentiment Dashboard and Client Engagement Email Generation

 

ICRM lets the robots do the work

 

Ever feel like your spending way too much time in your inbox? ICRM streamlines client engagement by tracking and automating client touch point emails, phone calls and appointments.

AI generated client sentiment notifies where to focus and even automatically draft and sends emails for you (with manual approval where required).

ICRM is an end-to-end 'hands-off' solution to complex processes such as the pre-renewals process.

Pre-renewal notifications are tracked and sent automatically, client facing chatbots embed directly into you website, processing natural language questions to make sure the renewals process goes as smoothly as possible and the right information is captured to ensure the right advice and policy adjustments are made.

No need to update back-end systems, ICRM robots will do that for you, entering all pre-renewal, client and prospect information. No need for duplicate data entry. 

 

ICRM - Chatbots work alongside you as your AI Assistant. Easily embed into your website as a client facing AI Agent for pre-renewals and client engagement.

 

ICRM streamlines Document management and Form processing

 

With the vast amount of paper based and digital forms and documents that require processing, ICRM provides a flexible solution to capture, analyze and process client data.

ICRM uses the latest AI models to automatically extract, categorize and store key details from documents and forms.   

Key documents are generated automatically and sent to clients by email. No need to manually create and send documents any more.

 

ICRM brings together Clients, Systems, Data silos and People

 

ICRM uses state of the art technology to connect and integrate with your existing systems and data sources.

Our customers benefit from a consolidated 'single point of truth', that can be used to gain insight across business activity and automate manual processes across multiple systems, departments and divisions.

ICRM consolidates client engagement activity and industry data sources and systems, providing an opportunity to gain insight into '360 degree snapshot' of your business.

Our ICRM chatbot AI agents, can be deployed and used by internal staff and external clients, ask questions and perform actions using natural language.   

ICRM apps can be used through any online browser or on any mobile device.

 

 

 

 

 

ICRM reduces risk and errors and enforces compliance

 

Tying up key staff members through performing repetitive tasks manually can result in a very inefficient way to run a business.

Centralizing data and systems and automating tasks not only will reduce the risk of manual errors and non-compliance, but will also free you and your staff up to work on growing the business. On-boarding new customers and increasing your bottom line.  

ICRM is an AI-driven automation agent that loves repetitive tedious tasks, significantly reducing the need for manual intervention and providing the ultimate productivity and efficiency gains, allowing staff to focus on what's important.  

 

ICRM leverages AI with Automation

 

Most business do not know where to start when it comes to taking advantage of the AI technological revolution.

We have helped hundreds of organizations over the last 20 years take advantage of technology.

The real value for most organizations is to leverage AI with Automation.

We can help you identifying the 'high-value' use cases in your organization that can benefit from AI, with the objective to help you cut through the hype and provided measurable return on investment. 

 

ICRM is built by an established Microsoft Partner

 

ICRM is built by an established Microsoft Partner with 10+ years experience building solutions for the Insurance and Finance Industry, and 20+ years helping organizations adopt Microsoft technology (read about TTS here)

As a Microsoft Solutions Partner, we have a strong affiliation with Microsoft that gives us access to the latest technologies and insights before general availability.

As one of our customers, you will benefit from our relationship with Microsoft.

 

ICRM integrates with your existing Systems and Apps

 

ICRM uses the latest technology to sync with your existing systems, data sources and apps regardless whether the external system presents an API or not.

ICRM integrates with your existing Microsoft 365 tenant apps, 3rd party apps, databases, API's and legacy systems. 

ICRM integrates seamlessly with Microsoft Outlook to track client emails, phone calls and appointments.

 

ICRM is fully customizable and supported

 

ICRM is built on reliable and entrenched Microsoft technology, meaning it is 100% customizable to your existing business processes and data capture requirements.

ICRM is supported by TTS and Microsoft. 

 

We are AI Experts (not just AI hype)

 

It is really important to ensure that you get the best return on investment when choosing an AI technology partner.

Before you start on your AI Journey, take time to think about the best approach and use cases for your organization.

Avoid the hype and engage with an established expert with a proven track record deploying similar solutions in your industry.

 

ICRM Awards and Achievements

 

The ICRM system was shortlisted for the DXC Insurance Innovation Pitch 2024 in Sydney were we competed with hundreds of other Insurtech innovators, reaching a second place for our category.

Watch our CEO, Ben James explain the benefits of the ICRM System at the event hosted at the University of Technology Sydney: