How we helped YOA Insurance create a complete customer, broker and admin system.
We were commissioned to deliver a full customer broker and internal management system for the African insurance market in Oil & Gas.
YOA Insurance needed a system where it could manage the customer journey from the point of creating a lead, to the final offer.
We provided a system which added focus to the insurance process and helped it work stronger.
- Increased productivity of the insurance brokers
- Streamlined the customer journey
- Time reduced by 57% to process to leads & opportunities
- Automated processes introduced for both internal & external communications
- Customer private are to manage quotes, policies and claims
- Internal system for insurance agents to manage clients and policies
- SMS Portal
- Telesales Portal
- Payment gateway and financial reporting
More than 70 insurers
have joined the system
Hundred’s of customers actively
being worked with now
Thousand’s of policies successfully issued