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Case Study Bajaj Allianz General Insurance

Bajaj Banner

Highlights Highlights

  • 1 K+

    Users

  • 11

    Straight Through Processes

  • 400+

    Service Request Types

  • 40+

    Auto Emailer Templates

  • 15+

    Integration Touchpoints

Strong focus on customer centricity is our business motto and we consistently aim to deliver superior value with an excellent and caring experience for the customer. CRMNEXT platform has proven to be a great enabler in this endeavour. With its strong integration capabilities, easy renewals management, and faster retail web sales management we have been able to take our service to the next level by providing the best customer experience at every touchpoint.

testmonials

Mr. K V Dipu

Senior President & Head-Operations & Customer Service - Bajaj Allianz General Insurance

what was Bajaj Allianz GI looking for

  • Deeper corporate engagement

  • End to end process visibility

  • Eliminating silos between sales, service and renewals

  • Unified insurance technology platform

solutions delivered

  • Intelligent Corporate CRM and Customer 360

    BUSINESSNEXT implemented an Intelligent Corporate CRM platform that provides relationship managers with a unified view of corporate customers, combining policy portfolios, engagement history, and account intelligence into a single interface. Through integrations across 15+ enterprise touchpoints, the platform delivers rich customer profiles and real-time activity insights, enabling data-driven account planning, product targeting, and improved relationship management.

  • AI-Driven Cross-Sell and Opportunity Intelligence

    AI and machine-learning models analyze customer behavior, product usage, and whitespace opportunities to identify potential cross-sell opportunities. Using the Trinity Cross-Sell modeler, relationship managers receive personalized offer recommendations and event-based alerts triggered by customer interactions and policy lifecycle events. These insights enable sales teams to prioritize high-probability opportunities and deliver contextual product recommendations across channels.

  • Omnichannel Sales Engagement and Lead Orchestration

    The platform orchestrates lead and opportunity management workflows across digital and physical sales channels, enabling structured engagement with corporate clients and distribution partners. Guided selling workflows help sales teams track account plans, monitor engagement activity, and execute targeted outreach strategies aligned with customer lifecycle stages.

  • Automated Renewals Management and Sales Workflow Automation

    BUSINESSNEXT enables rule-based renewals management, automatically generating renewal bases and allocating opportunities to appropriate vendors or sales teams based on configurable business rules and aging buckets. The system tracks the entire renewal lifecycle—including allocation, calling activity, payment status, and campaign responses—ensuring visibility into renewal pipelines and improving retention outcomes.

  • Sales Analytics and Performance Insights

    The platform provides real-time dashboards and analytics that help sales leaders monitor conversion performance, cross-sell success rates, and renewal outcomes. Event-driven alerts and analytics allow teams to identify engagement opportunities and optimize sales strategies based on customer activity patterns and policy lifecycle events.

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