Client Information Desk

Traditional CRM solutions are built to analyse large amount of client data and manage a sales funnel effectively. The reinsurance market doesn’t struggle with too many clients and client transactions. The key challenge here is access to information. Hence, the reinsurance industry requires a customer information desk. This dashboard provides immediate access to relevant data and ideally suggests a next best action for the underwriter.

Are you asking yourself

How do I generate next best actions for Underwriters / Client Managers in my organization?
How can I acquire valuable client information without generating more manual work for underwriters or business services teams?
How can I make better use of my B2B CRM system?

What you will get from us:

The next best action for the underwriter
Insights why this action has been recommended
Access to high-quality data to process the action
Iteratively learning from clients’ behavior

Our Approach

Build Relevant Set of Data Points

The challenge for reinsurance companies is to build trust and make informed decisions to identify opportunities in a low-volume, high-value business. There are multiple ways of creating valuable data points and building scalable solutions to sustain long-term profitability.
Achieve Actionable Insights

The real value comes when you combine all of the data and convert it into actionable insights that underwriters can use. We at Synpulse have come up with a tailored solution that enables you to do precisely that. It revolves around a central platform that helps underwriters initiate precise client interactions at the right time.
Set Up Intelligent Dashboards

The solution revolves around an intelligent dashboard. Now any screen with charts and numbers can be called a dashboard. What makes it “intelligent” is real-time integration with all core reinsurance applications, from underwriting to claims management.