Acentem Takip
Insurance Agencies · Divsoft Product
What was the challenge?
In insurance agencies, customer, policy, quote, renewal and collection data is often scattered across Excel files, WhatsApp chats and different insurer portals. Renewal dates slip, customer requests go untracked and periodic reconciliation reports are prepared by hand.
What did Divsoft build?
We built a multi-tenant CRM and customer platform for insurance agencies. The agency panel includes a customer-360 view, policy and quote management, a renewal work list with staged reminders, collection and installment tracking, insurer-based commission rules, claim and cancellation tracking and reconciliation reports. Agency customers use a web/mobile app to see their policies and send quote or renewal requests; a policy-aware AI assistant answers questions and hands the conversation to an agent when needed.
Delivered modules
- Customer-360 & Policy Management
- Quote Flow
- Renewal Reminders (SMS/Email)
- Collections & Commissions
- Claim and Cancellation Tracking
- AI Assistant + Human Handoff
- Consent Records & 2FA
- Roles and Permissions
Technologies used
Customer, policy, quote, renewal and collection processes were brought together on one platform. Critical work such as renewals and overdue payments became automatic work lists, and customer communication moved to a single recorded channel.
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