Case Study Max Life

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Highlights Highlights

  • 8 K+

    Users

  • 6 M+

    Policies

  • 50 K+

    Agents

  • 750+

    Cities

  • 300+

    Communication Templates

  • 40+

    Integration Touchpoints

  • 50+

    Service Requests

what was MAX LIFE looking for

  • Faster Acquisitions

  • Delightful customer service

  • Smarter Policy Servicing

  • Faster Renewals

  • Agent Servicing

solutions delivered

  • New Business Acquisition

    CRMNEXT empowers Max Life to transform operations by capturing customers, agents and prospect data through omnichannel- web, phone, branch, SMS, email, a mobile and self-service portal, involving meticulously integrating different systems such as new business underwriting, document management system (DMS), mail room, SAS analytics and other systems. CRMNEXT also enables Max Life to drastically reduce post-issuance grievances and ensure consistency with a unique welcome call process.

  • Delight Customer Service

    Max Life gets a holistic servicing 360 and clubbed 200 request types under 10 processes through more than 40 STP workflows, resulting in a significant increase in the First Call Resolution (FCR) rate of above 90%. The team is offered end-to-end dispatch tracking and workflow movements associated with dispatch status improved accountability.

  • Policy Servicing

    With CRMNEXT’s insurance policy view that delivers 360 policy information on a single screen, Max Life can service policies in a faster rate, thus enabling the teams to quickly create layouts that include 1500 fields demographics, transactions, interactions, payments, etc.

  • Renewals

    CRMNEXT enables Max Life to auto generate renewal base and execute rule-based renewal allocation to different vendors, ensuring real time update on payment status and calling buckets with monitoring of allocated vs. called vs paid. Service teams also utilizes cheque pickup request management along with booklet reconciliation, dialer Exports and disposition hand-offs ECS Registration, tele-underwriting and more.

  • Agent Servicing

    Max Life executives get a unified view of the broker and independent agent details like commission, incentives etc. They can generate commission and TDS statements on demand and update demographic updates as straight through process to agent management system. CRMNEXT’s 360 visibility enables Max Life to enhance channel performance with a complete view of distribution performance. The agents are also assisted through best practices, guided selling, knowledge bases, quotas and reports.

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