REF-OR-M Modern CX for Insurance is an end-to-end relationship management solution with a unified view of the entire insurance cycle. Pre-configured with data models, tools, templates, security setup, and accelerators, it not only promises enhanced experiences and reduced costs, but also manages all the aspects of the insurance value chain. This solution:

  • Enables carriers to grow their market share,
  • Helps agencies boost revenues,
  • And aids agents in earning better commissions

Challenges & Solutions

Offers better sales support from carriers, faster response and easier agent adoption.

Increased productivity and collaboration backed by a user-friendly, easily manageable and high-on-utility solution, which promotes customer collaboration and visit planning.

  • Facilitates informed product choices
  • Better coverage per premium paid
  • High quality, flexible service

Automated scheduling, routing, planning for inspections, customer meetings, selling and services.