The ICRM system is the output from a 10 year working relationship with Brokers, Practices and Organizations in the Insurance and Finance space.

Prior to ICRM, our sister company (TTS) has an extensive history of building custom solutions for insurance companies such as Insurance Advisernet (you can read our case study here) using Microsoft technology such as Microsoft Power BI and Datawarehouse, which we still support today.  

ICRM builds upon this foundation of knowledge to create a collection of tools that leverage the latest Microsoft AI to automate and optimize the business processes usually associated with running an Insurance and Financial practice.

ICRM - Insurance Practice App - Client Sentiment Dashboard and Client Engagement Email Generation

Client Onboarding Automation

Secure dynamic apps that work across PC, Tablet and Mobile devices. Guided business process flows and workflow alerts.

Client Sentiment Analysis

All client interactions (Email, Phone, Meetings) are continuously tracked and analyzed. ICRM alerts you to low sentiment scores to increase renewal likelihood and reduce churn.  

Streamlines Client Engagement

ICRM will draft and send emails to clients with low sentiment scores. Full hands-off automation or manual approval before sending. Client's can be engaged through the ICRM Self-help Portal and ICRM Copilot.

Reduces Tedious Manual Tasks 

Use AI to reduce data entry with the ICRM Document Recognition Models. Policy, Claim Forms and Documents are processed, data extracted and stored automatically without manual intervention.

Copilot Empowers Users

ICRM Copilot can be deployed and used by internal users and external clients. Ask questions and perform actions using natural language. When deployed externally to clients, embed as a chatbot in your website or the ICRM portal. Clients can ask ICRM Copilot questions, such as "What's the status of my Claim?" and "When is my Policy renewal due?".

When deployed internally, staff members can use natural language to search knowledge base articles and other repositories such as SharePoint.

Insight into Data and Activity

ICRM allows insights into data like never before by consolidating disparate data sources and applications to give a full picture of client and business activity. Providing you with the right information at the right time to make better informed decisions.

Forecast Future Scenarios

By leveraging the latest AI Models with your historical data, ICRM can predict future patterns and scenarios.

Integrates with existing Systems

ICRM can sync your organizational data sources and silos. ICRM integrates with your existing Microsoft 365 tenant applications, 3rd party apps, databases, API's and legacy systems.  ICRM integrates seamlessly with Microsoft Outlook to track client emails, phone calls and appointments.

Fully Customizable

ICRM is built on the Microsoft Power Platform and Power BI, meaning it is 100% customizable to your existing business processes and data capture requirements. 

Custom Solutions Available

As a Microsoft Partner for Business Applications, we can help you implement your own custom AI Models and Copilots that use your own organizational data and context.      

AI Experts (not just AI hype)

It is really important to ensure that you get the best return on investment when deploying AI. Before you start on your AI Journey, take time to think about the best approach and use cases for your organization. Avoid the hype and engage with an established expert with a proven track record in deploying the technology.

ICRM will allow you to...

• Track

Track clients, renewals and churn with accurate AI prediction. Let ICRM do the work.

• Monitor

Monitor client and business activity through self-serve dashboards and reporting tools.

• Analyze

Quickly analyze what is driving variances against anticipated or planned outcomes.

• Plan

Adjust your corporate plan or budget to meet changing business conditions.

• Forecast

Explore with 'what-if' type questions before making important business strategic decisions.

• Optimize

Give your people their own Copilot AI companion that works like Chat-GPT but with your own organizational data.