POLICY ADMINISTRATION
We provide lifecycle policy management from the creation of the estimate to the policy issue. We make the policy lifecycle seamless.
Adding new, searching, and modifying the data about existing customers.
Creating new policy and management of existing one – suspension, reactivation, renewal, replacement and cancellation, premium collection.
Integration with payment gateways, automated transactions, and bank flow, Retail payments, debit orders, PayAt, PayNow, Instant EFT. We offer terminal devices with offline capabilities.
Searching, adding notes as well as auto-emission, suspension, reactivation, renewal, cancellation of policies. Messaging options like WhatsApp and SMS.
CLAIMS MANAGEMENT
We ensure a comprehensive and efficient claims administration process from claim to reimbursement and reporting. We have a track of statuses from received and processed until fully paid
Claims auto-handling and rules engines are here to accelerate resolution and notification.
Record all the payments and details of the claim.
Flexible claim forms with custom fields, languages, white-labeling, document search, notes features.
Speedy report generator with access level engine.
DIGITAL CUSTOMER JOURNEY
We design the entire multi-device customer
journeys with UX/UI at the core. Very userfriendly solution and guides users throughout
Fully digitalized funnel with personalized offers and dynamic pricing.
Available via the customer portal.
INSURANCE DISTRIBUTION
We provide you with the perfect tool to handle all your partner-related processes
- Flexible affinity and multi-brand distribution functionality. Multiple branches management. Multiple payers per policy.
- Partner-product combo builder to quickly define deviations of your products to the partners.
- Different levels of access to the platform and changes track or audit history.
AUTOMATION
- With our automation service, you can set up assignments for generating invoices for customers, sending reports to analysts, or synchronizing data between systems, and more.
- There are several types of automation Automatic, When certain events occur, Manual, Set manually by the user.
NETIS CRM HELPS TO TRANSFORM YOUR INSURANCE
- Expand your business
- Provide high-quality customer service
- Increase revenue and cut costs
- Encourage Innovation
- Decrease time to settle a claim
- Decrease touchpoints per policy
- Improve customer satisfaction
- Decrease turnaround response time