What is ICRM?

"Put your business on autopilot with ICRM."

ICRM is an AI-driven 'Hyperautomation Agent' for the Insurance and Finance Industry consolidating and connecting disparate systems, data silos and people, giving you the ultimate productivity and efficiency gains.

ICRM helps stitch together organization wide business processes and standard operating procedures, whether they start externally or internally and include many different on-prem or cloud based systems from many different software vendors.

ICRM reduces the need for manual intervention, notifying users when to take action, removing the risk of manual error. Tedious repetitive tasks are consistently executed every time. Freeing up your staff members to re-focus on what’s important. Running your business.

In today's fast-paced technological landscape, insurance businesses are turning to AI automation to gain a competitive edge and drive innovation.

At ICRM, we have an extensive history of working in the Insurance industry as a valued technology partner.  Leveraging our extensive 10 year experience, we have identified the best use cases for AI for insurance brokers and practices to gain efficiencies and enhance productivity.

Built on the latest Microsoft technologies, ICRM delivers a holistic solution that empowers insurance businesses to unlock new possibilities and achieve transformative outcomes.

 

Key features include:

  • Consolidate disparate systems, data silos and people.
  • Connect to any system or app (in the cloud or on-prem).
  • Dashboards that show a snapshot of activity across the whole organization. 
  • Automate tedious repetitive tasks. Leaving you to get on with running the business.
  • AI-driven notifications, follow ups and tracking.
  • Streamline existing business processes to gain the ultimate productivity and efficiency.
  • Define, stich together and automate Standard Operating Procedures (SOP's).
  • Track all emails, phone calls, appointments and more to build an expensive history of business intelligence.
  • Auto generated responses and engagement with AI. Let the robots do the work.
  • Streamline document management and form processing.
  • Analyse vast amounts of client, policy and claim data, detect patterns, and generate insights.
  • Alert users to what's important and where to focus.
  • A complete AI-driven CRM and engagement solution.
  • Surface online forms to clients, move data between systems without any manual intervention.    
  • Built on established Microsoft technologies by a recognized Microsoft Solutions Partner

 

What are the benefits?

By partnering with us for AI, your organization can experience significant efficiency and productivity benefits, including:

 

  1. Increased Productivity: Automating repetitive tasks and streamlining processes with AI leads to improved operational efficiency and increased productivity across your organization.

  2. 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.

  3. Cost Savings: AI technologies help identify cost optimization opportunities, reduce waste, and streamline resource allocation, leading to substantial cost savings for your organization.

  4. Improved Customer Experiences: With AI-powered chatbots, virtual assistants, and personalized recommendations, you can deliver exceptional customer experiences, driving loyalty and satisfaction.

 

Leveraging AI : Large language models (LLM), such as the ones used in ICRM, offer immense potential for organizations. By utilizing these models with your own data, you can unlock new capabilities, such as sentiment analysis, natural language understanding, and content generation. This empowers your organization to automate manual processes, extract insights from unstructured data, and deliver personalized experiences at scale.

ICRM is built on Microsoft technologies such as Microsoft Dynamics 365, Power Platform, and Power BI: Seamless integration of AI technologies with Microsoft's suite of business applications amplifies the value you derive from your existing investments. Our experts leverage AI capabilities within Microsoft Dynamics 365, Power Platform, and Power BI to deliver intelligent automation, predictive analytics, and data visualization solutions that drive better business outcomes.

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.