Insurance

Caag has a deep understanding of the insurance industry and has broken the core processes down into simple steps. We’ve implemented these steps into a dedicated application suite for the industry and made it customizable to your company’s specific needs.
Online Calculations

Allow clients to calculate premiums and send in their policy application through your website.

Full Client Overview

Keep all your client information in one place for a complete overview.

Document Management

Also keep a digital archive of all your client documents for easy access.

Sales & CRM

Keep track of opportunities and track of prospects for outreach by your call centers.

Call Center Support

Intuitive interface for call center agents to phone lists of clients and track calls and opportunities.

Collection

Manage payment collection by creating lists for the call center and/or reminder letters.

Reporting

Easy to use dashboards that allow you to keep track of key performance indicators.

Workflows

Standardize key business processes that you can track from start to finish.

Integrate Existing Software

Create efficient integrations with synchronized scripts that hook into your existing software.

Success Stories

Read about how this client has successfully implemented the Caag Software solutions.
Challenge
Extura is an innovative insurance company. They wanted to have an Insurance Calculator on their website so that prospective clients can calculate their monthly premiums and directly apply for the insurance policy.
Solution
After multiple intense brainstorming sessions, we worked out the requirements of the Calculation & Application process. There were many details and business rules to keep in mind such as a medical questionnaire where different diseases would impact the premium. Caag was able to quickly deliver a working version of the Calculator after which there have been many rounds of testing and feedback to continue to make improvements. Now that the Calculator is up-and-running we are implementing multiple CRM modules that will help the Extura Call Center become more effective.
Benefits
  • Online insurance applications
  • Full client overview
  • Call Center solutions for collection and sales
  • Digital archive
  • Easy reporting

We are excited to have added the premium calculator to our website, which now makes it possible for prospective clients to apply for an insurance policy online.

Ellen Goilo,

Director – Extura


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