Overview
Product to manage B2B/B2C customers for Policy Registration and marketing
Solution
Ability to create/issue quotations, Marketing customers and Capture analytics. Ability to register policy, Reporting
Key Features
- CRM integration, SEO tracking, payment gateway
- Key Solution Capabilities
- Customer Journey Orchestration: Ability to design and execute customer journeys through Email, SMS, and WhatsApp campaigns. Supports personalized communication and engagement workflows.
- Multi-Tenant Deployment: Deployable for multiple customers, each with individual branding, configurations, and content management.
- Payment and Financial Management: Payment Gateway Integrations for seamless transaction handling. Cash Flow Management and Automated Reconciliation to ensure transparency and financial accuracy.
- Dynamic Pricing & Bordereaux: Supports Dynamic Pricing Models and Monthly Bordereaux Generation for financial reporting and settlements.
- Analytics & Reporting: Comprehensive Dashboards, Campaign Performance Reports, and Operational Insights for data-driven decision-making.
- Digital Marketing Enablement: Integrated SEO Management and capability to run and track paid campaigns across platforms.
- Third-Party Integrations: Seamless connectivity with external systems such as Salesforce CRM and other ecosystem partners.