"Put your business on autopilot with ICRM."
ICRM is an AI-driven Automation Agent for the Insurance and Finance Industry (what is an AI Agent?) that is specifically designed for brokers to help automate processes and consolidate disparate systems and data silos, providing the ultimate productivity and efficiency gains.
ICRM helps brokers automate the time-consuming client on-boarding and engagement process, streamline the pre-renewals process and optimize time spent on the manual tasks associated managing clients and regulatory compliance.
As a traditional industry made up of a majority of small to medium sized businesses and consortiums, the insurance brokers industry is often faced with challenges and barriers to technology.
Brokers find it challenging to work with disparate 'formal' online systems that don’t exactly keep up with the latest advancements in technology. Time spent application hoping between systems, duplicating effort and data entry is commonplace. The broking business is rife with inefficient manual processes that are in need of optimization.
It is critical that brokers adapt with the changing tides in technology advancements, the broking industry is a very competitive, so its in best interests to keep ahead of the competition through leveraging AI. However, exploring the opportunities that AI automation can bring can be challenging, where to start and identifying the right use cases in your business can be difficult without the right advice and guidance.
This is where ICRM can help.
Brokers are all about providing quality service and advice to clients. Maintaining relationships and engagement is paramount. However, client engagement requires a huge investment in time and effort, with most brokers spending most of their time stuck in their email inbox.
The ICRM system has been designed from working with the broker community for over 10 years. With the intention of creating a holistic solution to free up brokers and their key staff to focus on what’s important and help brokers to grow their businesses and practices.
Through leveraging the latest Microsoft technologies. ICRM is a solution that works alongside your everyday Broker as a Virtual AI Assistant.
Acting as the glue that integrates local and online systems, apps and data into a single point of truth. ICRM can automate business processes across end-to-end processes.
ICRM can help brokers in the following ways:
- Create a single view and snapshot of Client activity
- Automates the Client On-Boarding Process
- Consolidation regulatory portals and process
- Reduces churn by automating the Client pre-renewal process
- Uses AI to monitor Client communications and sentiment
- Reduction in application hopping and duplicate data entry
- Streamlined SOP’s through automation
- Easier to meet compliance requirements
- Reduction in admin overhead
- Onboarding, Client Engagement and Renewals Intelligent Automation
- Client Engagement is centralized and automated
- Notifies the Broker where to focus and when
- AI monitors clients and sentiment over time and notifies the broker of where to focus at renewal time
- Monitors and sends emails automating client engagement
- Internal Brokers Apps and Dashboards
- Client Portal and Chatbots
What are the benefits?
By partnering with us for AI, your organization can experience significant efficiency and productivity benefits, including:
-
Increased Productivity: Automating repetitive tasks and streamlining processes with AI leads to improved operational efficiency and increased productivity across your organization.
-
Enhanced Decision-Making: Leveraging AI-powered predictive analytics and data-driven insights, you can make faster and more informed decisions, enabling you to stay ahead in today's competitive landscape.
-
Cost Savings: AI technologies help identify cost optimization opportunities, reduce waste, and streamline resource allocation, leading to substantial cost savings for your organization.
-
Improved Customer Experiences: With AI-powered chatbots, virtual assistants, and personalized recommendations, you can deliver exceptional customer experiences, driving loyalty and satisfaction.
Partner with us to embark on your transformative AI journey.
Our proven expertise in AI strategy, design, and implementation, combined with the power of Microsoft, will unlock the full potential of AI for your organization.
Contact us today to explore how we can help you achieve increased productivity, efficiency, and innovation through our AI-powered ICRM solutions.
Our History
Our parent company TTS are an established Microsoft partner with a 20 year history of helping organizations to be more productive and efficient by implementing Microsoft technologies.
TTS holds multiple Microsoft Certifications and Awards. In 2016, TTS were recognized by Microsoft at the Microsoft Australian Partner Awards (MAPA) for helping 140 Insurance Brokers implement Microsoft solutions across Australia and New Zealand.
Read the full Microsoft case study here.
Our commitment to the Insurance community
ICRM are a technology partner member of Insurtech. We frequently present at Insurtech community events and we are an active part of the Insurance community.
