Onboard Clients, Track Policy Renewals and Claims

Onboard Clients, Track Policy Renewals and Claims


Onboard more clients and process more renewals with AI tools that automatically track all client interactions through emails, phone calls and appointments.

A 360-degree snapshot of Client and Practice Activity

A 360-degree snapshot of Client and Practice Activity


Gain insights with business intelligence that consolidates all activity in one place alerting you to what's important.

Leverage the Power of Artificial Intelligence

Leverage the Power of Artificial Intelligence


Intelligent AI bots that analyse client sentiment, processes documents, respond to emails and forecast future scenarios.

Built on trusted Microsoft Cloud Technologies

Built on trusted Microsoft Cloud Technologies


Powered by the latest Microsoft tech. ICRM Integrates seamlessly with your existing Microsoft Apps and Tools.

 

Put your business on Autopilot with a solution from ICRM

Claim back your time....by automating your on-boarding and renewal process with AI-driven Client Activity Tracking, Sentiment Analysis and Automated Client Follow Ups.

ICRM will draft and send emails for you and notify you when to take action on critical accounts!

Let the robots do the work! We'd love to show you how ICRM works.

Register your details for a demo...

Partner to the Insurance and Finance Industry