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iPerSyst

Indus iPerSyst helps insurance companies automate customer followup and communication for policy renewals.  The solution provides insurance companies various options to segment customers based on predefined rules and allocate customers to different teams using a robust segmentation and allocation engine.  The follow up with policy holders is managed through an automated dunning process by way of a fully configurable dunning templets.

 

Key Features:

  • Configurable engine to define rules for segmentation and allocation.
  • Flexibility to define follow up workflows
  • Event based or action based rules for dunning, escalation, authorization and allocation.
  • Standard interfacing capability with third party auto dialers
  • Supported by a mobile version of iPerSyst to enable quicker follow-ups and premium collection.
  • View and capture customer interaction on a centralized database.
  • Auxiliary modules – commissions and incentives, balanced score card, lead management module.
  • Seamless interfacing with core systems.

 

 

 

 

 

 

Customer Success

Large Pvt. Insurance Company

One of India's earliest private insurance companies having an exhaustive portfolio of Protection, Pension, Savings, Investments and Health products. The…

Testimonials

We are delighted that ECFT implementation has helped us tremendously in terms of ideas, innovation and flexibility to support us in optimizing our retention strategy.

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