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 AI-driven 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 - Insurance Practice App - Client Sentiment Dashboard and Client Engagement Email Generation
ICRM Consolidates Disparate Systems, Data silos and People
ICRM uses state of the art technology to connect to your existing cloud based and on-premise systems and data sources. Our customers benefit from a consolidated 'single point of truth', that can be used to gain insight across organization activity and automate manual processes across multiple systems, departments and divisions. This 'whole-of' organization automation is known as 'Hyperautomation'.
ICRM Automates Standard Operating Procedures and Business Processes
All businesses have standard business processes that are performed regularly. Many are usually very repetitive manual tasks or require some sort of manual intervention. This results in potentially inefficient operations, an ineffective use of key resources and staff, and the increased risk of manual errors or mistakes.
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
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, we will help cut through the hype and provided measurable return on investment.
ICRM provided insights to make better informed decisions
The consolidation of all systems and data sources, provides an opportunity to gain insight into 'whole-of-organization' activity.
ICRM provides the ability to drill-down into historical data, identify patterns to then forecast future scenarios.
ICRM lets the Robots do the Work
ICRM manages engagement by tracking all emails, phone calls, appointments and more to build an extensive history of business intelligence.
Effectively manage engagement through sentiment analysis that notifies where to focus and even automatically draft and sends emails (with manual approval if required).
Our ICRM AI agent solution, can be deployed and used by internal users and external clients, who can ask questions and perform actions using natural language.
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.
ICRM is a complete AI-driven Microsoft CRM engagement solution
ICRM is built on reliable Microsoft technology that is used by thousands of organizations worldwide.
ICRM will work with any existing Microsoft tenant and apps (*subject to existing licensing).
ICRM is accredited by Microsoft and can be downloaded from the Microsoft AppSource Marketplace.
ICRM is a complete client portal solution
ICRM presents both internal apps for key staff members and external apps for client facing portals, enabling the ability to streamline the lifecycle of data between clients and staff, with or without manual intervention.
ICRM apps can be used through any online browser or on any mobile device.
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 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.
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.
Custom Solutions Available
As a Microsoft Solutions Partner for Business Applications, we can help you implement your own custom AI Models and Agents that use your own organizational data and context.
If you are looking for something specific please get in touch.
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.
