Netis CRM Solution for Ambitious Insurers
Policy Administration
We provide lifecycle policy management from the creation of the estimate to the policy issue. We make the policy lifecycle seamless.
Customer data management
Adding new, searching, and modifying the data about existing customers.
Finance & installment management
Integration with payment gateways, automated transactions, and bank flow, Retail payments, debit orders, PayAt, PayNow, Instant EFT. We offer terminal devices with offline capabilities.
Policy management
Creating new policy and management of existing one – suspension, reactivation, renewal, replacement and cancellation, premium collection.
Digital documentation management
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
Loss recording
Claims auto-handling and rules engines are here to accelerate resolution and notification.
Finance management
Record all the payments and details of the claim.
Digital documentation management
Flexible claim forms with custom fields, languages, white-labeling, document search, notes features.
Reporting
Speedy report generator with access level engine.
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.
Integrated sales journey
Fully digitalized funnel with personalized offers and dynamic pricing.
Customer self-service
Available via the customer portal.
Business & Technology
Expand your business
Provide high-quality customer service
Increase revenue and cut costs
Encourage Innovation
Claims & Underwriting
Decrease time to settle a claim
Decrease touchpoints per policy
Improve customer satisfaction
Decrease turnaround response time