One platform to automate insurance workflows and CRM
Optimize insurance operations, manage policies and claims, and streamline workflows for insurers, brokers, and agents
Request Live DemoBusiness challenges we help solve
Zoo of systems
platforms and contact bases, lost of communication history, lost of clients, human factor
Long terms of automation
implementation or development can be measured by years
No segmentation and analytics
of products, customers to make personalized offers and data based decisions
No ability to scale
or customize current solutions for fast adaptation and changes
Business Goals we help to achieve
Scale operations and workflows
Expand your portfolio
Improve key performance indicators
Elevate your business in industry rankings
Grow your insurance business with Banza team
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Sales
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Lead Management
Collect and consolidate leads from multiple digital and offline channels into a unified CRM environment. Automate lead validation, enrichment, and routing using configurable workflows to ensure faster response times and consistent sales execution.
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Opportunity Management
Manage sales opportunities across the entire deal lifecycle with structured pipelines, automated stage logic, and full visibility into activities, stakeholders, and expected outcomes for every prospect.
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Referral Management
Centralize internal and external referral flows, track referral sources and performance, and automate partner and agent interactions to turn existing customer networks into a scalable acquisition channel.
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Cross- / Up-Sales Recommendations
Deliver contextual cross-sell and upsell suggestions using customer data, interaction history, and predictive insights to support relevant offers and increase the value of each customer relationship.
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Consultations
Organize and support sales consultations in a single digital workspace that connects customer data, tasks, and communications, helping teams stay focused, reduce manual overhead, and improve day-to-day productivity.
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Lead Management
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Marketing
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Segmentation
Build flexible customer segments using behavioral, demographic, and transactional data. Dynamically group audiences and activate personalized outreach through the most relevant channels at each stage of the customer journey.
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Campaign Management
Design, launch, and manage omnichannel marketing campaigns within a single system. Coordinate workflows, content, and execution across teams and regions while continuously optimizing performance based on real-time results.
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Loyalty & Reward Programs
Create and manage automated loyalty and reward programs from a centralized platform. Unify multiple incentive models, monitor performance metrics, and continuously optimize engagement to support long-term customer retention.
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Event Management
Plan and manage corporate and customer events with structured workflows that connect invitations, registrations, and follow-ups. Capture and qualify leads generated at events and seamlessly integrate them into ongoing marketing and sales processes.
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Segmentation
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Onboarding
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Know Your Customer
Maintain a unified, 360-degree customer profile that consolidates interaction history, active products, coverage details, and engagement data. Use this centralized view to better understand customer context and support informed onboarding and service decisions.
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Engagement Analytics
Analyze customer behavior and engagement patterns to support personalized onboarding journeys. Leverage profile insights, interaction data, and predictive indicators to better understand needs and anticipate customer expectations.
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Omnichannel Support
Coordinate onboarding and ongoing customer support across multiple communication channels from a single workspace. Automate routine processes, streamline verification steps, and manage documents digitally to reduce errors and improve onboarding efficiency.
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Next Best Action
Support consistent onboarding and service decisions by surfacing context-aware recommendations based on customer data and interaction history. Help teams prioritize the most relevant next steps for each customer at the right moment.
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Know Your Customer
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Underwriting and Verification
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Underwriting
Provide underwriters with a complete view of application data, risk indicators, and supporting information in a single workspace. Enable consistent underwriting decisions through structured data analysis, configurable rules, and clear visibility into approval options and constraints.
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Approval and Verification
Streamline approval and verification processes using configurable checklists, automated reviews, and priority-based queues. Reduce manual effort by coordinating data validation, reminders, and approval workflows within a unified process.
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Document Management
Centralize all application and customer documents in a structured repository with version control, deduplication, and workflow-based synchronization. Manage access rights and ensure documents remain consistent across underwriting and approval processes.
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Underwriting
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Claims processing
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Integrated Claims Lifecycle Management
Manage the full claims lifecycle in one system — from submission to resolution. Automate workflows for different claim types, ensure consistent handling, reduce processing time, and improve operational efficiency across all claim stages.
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Claims Investigation
Centralize all claim-related data in a single workspace. Aggregate information from multiple sources such as customer communications, call records, third-party investigators, and external systems to speed up investigations, reduce fraud risks, and maintain full transparency.
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Claims Adjustment and Appraisal
Streamline claims adjustment and appraisal with configurable workflows and policies. Enable agents to deliver fair, personalized decisions based on predefined rules and best practices, while supporting efficient fieldwork through a fully functional mobile experience.
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Consultations and Customer Support
Provide customers with clarity and confidence throughout the claims process. Give them access to relevant claim information, status updates, and recommendations to support informed decisions regarding claim resolution, policy changes, or insurance plan adjustments.
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Integrated Claims Lifecycle Management
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Policy administration
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Policy automation
Automate the full insurance policy lifecycle — from product setup to servicing and renewals. Launch new products faster, reduce manual operations, and use customer data to deliver consistent, high-quality policy experiences.
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Risk management
Centralize risk data across products and portfolios to assess exposure in real time. Automate risk workflows and apply AI-driven scoring to support informed underwriting decisions and proactive risk mitigation.
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Compliance Management
Maintain regulatory compliance and data consistency across all policies and processes. Standardize controls, reduce compliance risks, and ensure audit readiness at every stage of the policy lifecycle.
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Policy Data Integration
Unify policy data from multiple systems into a single, reliable source. Eliminate silos, improve operational transparency, and enable seamless integration across internal and external platforms.
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Policy automation
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Employee experience
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Employee Lifecycle Management
Design and automate end-to-end employee lifecycle workflows in a single platform. Manage hiring, onboarding, development, retention, and offboarding with full transparency, clear ownership, and measurable efficiency at every stage.
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Employee Request Management
Streamline employee requests with a centralized, self-service system. Automate approvals for vacation, travel, expenses, and internal requests, reduce manual workload for HR teams, and deliver faster, more consistent employee experiences.
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Collaboration and Knowledge Sharing
Enable seamless collaboration across teams by unifying communication, documents, tasks, and approvals in one workspace. Share knowledge effortlessly, coordinate reviews and meetings, and keep everyone aligned with real-time visibility and structured workflows.
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Employee Lifecycle Management
Ready-to-use products for your business acceleration
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Customer success and genuine care
Schedule your guided Banza demo now
Request a free demo to see how BANZA can help your business transform and scale.
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