Zymr built a custom insurance CRM with agent leaderboards, policy renewal tracking, and automated reminders for client engagement. The system included claim lifecycle dashboards, document uploads, and notification workflows for underwriters and agents. Role-based access ensured data security across user types.
A regional insurance company offering life, health, and auto insurance across three states. The client needed greater visibility into agent activities and faster resolution of policy renewals and claim requests.
Disparate tools and email-based processes made it difficult to monitor agent KPIs, track claim progress, and ensure timely customer follow-ups. Lack of automation impacted retention and slowed claim settlement cycles.
Policyholder retention rates improved by 22%, and claims processing turnaround time was reduced by 35%.
Zymr built a custom insurance CRM with agent leaderboards, policy renewal tracking, and automated reminders for client engagement. The system included claim lifecycle dashboards, document uploads, and notification workflows for underwriters and agents. Role-based access ensured data security across user types.
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