One platform to automate insurance workflows and CRM

with no-code

Optimize insurance operations, manage policies and claims, and streamline workflows for insurers, brokers, and agents

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Creatio

Business 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 

Sales and Service
Marketing

Expand your portfolio 

Improve key performance indicators

Elevate your business in industry rankings 

to TOP positions

Grow your insurance business with Banza team

  • Sales

    • Lead Management
    • Opportunity Management
    • Referral Management
    • Cross- / Up-Sales Recommendations
    • Consultations
  • Marketing

    • Segmentation
    • Campaign Management
    • Loyalty & Reward Programs
    • Event Management
  • Onboarding

    • Know Your Customer
    • Engagement Analytics
    • Omnichannel Support
    • Next Best Action
  • Underwriting and Verification

    • Underwriting
    • Approval and Verification
    • Document Management
  • Claims processing

    • Integrated Claims Lifecycle Management
    • Claims Investigation
    • Claims Adjustment and Appraisal
    • Consultations and Customer Support
  • Policy administration

    • Policy automation
    • Risk management
    • Compliance Management
    • Policy Data Integration
  • Employee experience

    • Employee Lifecycle Management
    • Employee Request Management
    • Collaboration and Knowledge Sharing
MAKE IT EASY
MAKE IT EASY
MAKE IT EASY
automate sales & servise
CRM & BPM
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AI chatbot
lending

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Customer success and genuine care