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Microsoft CRM Implementation for Specialty Insurer

March 7, 2023
Microsoft CRM Implementation for Specialty Insurer

Client

The UK-based specialist insurance company offers a depth of cover and expertise across a wide range of specialisms. The 130-year-old company has been named the most trusted insurer 16 times.

Business Challenge

The client was using an outdated version of CRM which served the General Insurance business. However, it did not cater to the Investment and Schemes wings. The existing CRM could not track customer and policy lifecycle from campaigns, quotes, policy issuance, renewals, etc.

Benefits Achieved

ITC Infotech assessed and reimplemented Microsoft CRM, which resulted in quicker conversion through improved focus on targeted clients. The Centralized CRM system broadened the scope to meet the different needs of the General Insurance, Investment & Schemes Businesses. The centralized empowered the sales teams with greater insight to understand customers’ needs and pain areas better.

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Beware of fraudulent and fake job offers

It has come to our attention that certain employment agencies and individuals are asking people for money in exchange for a job at ITC Infotech.

Such Agencies/individuals could impersonate ITC Infotech’s officers, use the company name/logo, brand names and images illegally, without authorization, and/or try to extract money towards security deposit, documentation processing fees, training fees, and so on.

Please note that ITC Infotech never asks job applicants or members of the public to pay money in any form while recruiting.

Feel free to reach out to us at contact.us@itcinfotech.com to report any such incidents that you may have experienced, please use the subject line “Recruitment Fraud Alert” in your message.

Always exercise caution and stay protected against fraud:

  • Do not pay money or transfer funds to anyone toward securing an ITC Infotech job. ITC Infotech will not accept liability for any losses that may have been suffered by the victims of such fraudulent activities.
  • Be careful when sharing your personal information and protect yourself from potential damage. Do not engage with people who fraudulently misrepresent ITC Infotech or its employees/officers and try to solicit payments under the pretext of offering jobs.

View Current Openings

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