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Brainvire strengthened a Top Insurance Firm’s Operating CRM
Tech Stack
Apache 2.0 Handler- AWS
- CSS 3
- HTML
- Jira
- MySQL
- PHP 5
- SuiteCRM
About Client
For more than two decades, the client has provided protection and warranty services tailored to the needs of its customers. They have ensured customers that they would not have to pay additional fees for insurance services. Furthermore, they ensure that customers have ample alternatives to pay for a service they like, especially when they are expected to make a commitment.
About Product
The client offers insurance products for a wide range of products, including smartphones, computers, televisions, tablets or e-readers, automobiles, house warranties, among others, all while ensuring that their clients will not have to spend a lot of money. Their goal was clear, but the Customer relationship management was not supporting the firm with seamless operational functions.
Handling Multiple Product Plans
One of the hardest parts about managing several products at one time was making sure that all of the operations were in sync with each other and coordinated well enough on a daily basis to keep things moving along smoothly without any hiccups.
Our CRM specialists customized the CRM’s product module to create a more exciting and engaging experience for users.
Solution
The Challenges
Result
- Simplified Multiple Product PlansThe user can pick from a variety of product plans to fit their needs, and the quote will include all relevant plan details, including payment options.
- Synchronization Has Been OptimizedThis bidirectional sync of WordPress with CRM benefited in the real-time integration of customers, leads, orders, and notes. This perfect synergy has led to an increase in market share for both platforms as well as a dramatic reduction in administrative work involved.
- Roles and Responsibilities ModulesAll employees were given CRM modules based on their roles and responsibilities to ensure that all of the user's needs are met without any overlap in order to create efficiency within the company
- Simplified the Complex SystemWe streamlined a complex system with our expertise by converting it to simple and effective CRM, as per their business requirements.
Product Screens
Client Testimonials
I haven't come up with something that Brainvire wasn't able to find the technology for. Brainvire sets the expectations of a project and then commits to them. Their project management team made the entire process smooth.
Brandon San Antonio
CEO - Everything BreaksPowered by Clutch
182 Reviews“They handle all their work with a personal touch, which encourages a continued long-term partnership. Their deliverable are reliable thanks to vigorous QA testing. I would recommend Brainvire to anyone.”
