Belitsoft > CRM Customization for a Life Insurance Company

CRM Customization for a Life Insurance Company

Client

The Client asked Belitsoft to create a system for automation and optimization of the clients notification process. Taking into account all customer's requirements and wishes, our PHP developers created a system which works in the following way: when a change occurs, the system automatically compiles a file for printing according to the set template and creates a base of clients who must receive the notification.

Features

According to the USA law, all companies must notify their clients about changes in the company such as mailing address change, changes in the management team etc. within one week. As John Hancock company has more than one million clients, first of all, large amounts of bankroll were spent on clients notification, the process was not automated and required human assistance, and secondly, it was impossible to precalculate the amount of necessary printing material which caused considerable financial losses.

Implementation of this system allowed the customer to notify the clients in a quick and easy way. Due to the fact that the notifications are printed separately for each group of clients, there is no more need to print large piles of notifications which caused massive money losses to the company. According to the preliminary estimates, the company will be able to save over 1 000 000$ a year.

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