Case Study Bajaj Allianz General Insurance

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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

    CRMNEXT empowers BAGIC Relationship Managers to employ value-driven account planning, through which RMs could now track key account values to prioritize activities. RMs can leverage the power of CRMNEXT to track insurance budgets, and annual plans with current achievements for existing customers and get real-time intelligence on corporate customer activity for superior product targeting, service and cross-sell opportunities. With Autonoma Integration Engine, seamless integration is done with multiple systems delivered rich customer profiles with detailed engagement history to develop profitable long-term business relationships.

  • Higher Cross Sell Conversions

    Based on customer intelligence analysed in AI, ML-driven frequency scoring, and whitespace analysis, BAGIC users can deliver personalized offers across the channel in real-time with CRMNEXT’s Trinity Cross Sell modeler. Alerts from various systems are integrated to provide event-based triggering, enabling RMs to take advantage of real-time opportunities.

  • Easy Renewals Management

    CRMNEXT empowers BAGIC to auto-generate renewal base and execute rule-based renewal allocation to different vendors, applying different allocation rules to ageing buckets. This ensures real-time updates on payment status and calling buckets with monitoring of allocated vs. called vs paid. Responses from renewal campaigns that are run outside the platform are captured on CRMNEXT with the help of web API calls.

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