TurnQuest Customer Relationship Management (CRM) system is an integrated solution that helps streamline all major customer-facing processes within the organization. The system works congruently with other TurnQuest Insurance Suite applications to provide connections throughout the buyer’s journey.
TurnQuest CRM uses dashboard, analytics and reporting tools to provide insurers with a 360-degree view of their client portfolio. This enables the insurer to track customer behaviour and feedback for easy identification of cross-sell and up-sell opportunities and enhanced customer experiences.
TurnQuest CRM delivers seamless results by enabling organizations to speed up their customer responses and ensuring that all requests are dealt with efficiently and effectively. Overall, TurnQuest CRM is designed to help improve the way insurers interact and do business with their customers and establish lasting relationships with them.
TurnQuest Customer Relationship Management (CRM) is the core of the TurnQuest Insurance Suite. It consists of 2 main units;
- CRM 1 – Caters to the central definitions of company master data and management of users, passwords, authorization and access levels. Also cater to the account and activity management, messaging and banking requirements.
- CRM 2 which caters to Service Request, Campaigns and Leads Management.
Key Features & Benefits
- Flexible Security and Access Permissions: TurnQuest CRM allows the right users access to needed information without compromising data security.
- Task and Data Tracking: TurnQuest CRM aggregates and organizes information on customers and product support to help manage the customer experience.
- Billing and Invoice Tracking: TurnQuest CRM Tracks billing and invoicing status of each customer to help keep financial information organized.
- Integration with Existing Platforms: TurnQuest CRM system integrates seamlessly with other TurnQuest application as well as existing modern platforms for easy document exchange and information management.
- Data Analytics and Reporting: TurnQuest CRM system helps compile and analyze the existing data to reveal trends and insights for informed decision making.