FINEOS CRM solutions

You need to land new customers. You need to keep the customers you have happy. And you need to expand the relationships you have with those customers by offering them new products and services.

FINEOS CRM (Customer Relationship Mangement) helps you manage your sales campaigns for new and existing customers, maximizing your top line growth. FINEOS CRM also helps you provide outstanding customer service — improving customer retention and loyalty.  All of which leads to a stronger bottom line. 

The FINEOS CRM solution is a case and customer centric, rules-driven, multi-channel solution for comprehensive customer relationship management, sales and service support.

FINEOS CRM:

  • Provides real-time comprehensive information on a single, customer-centric system
  • Enables dynamic data capture
  • Integrates seamlessly with administration, underwriting, claim, and other systems
  • Secure access to real-time, comprehensive information via customer’s preferred channel
  • Automatically generates forms and documents
  • Enforces best practices through the generation of tasks and service level alerts
  • Routes inquiries intelligently, according to experience and authority levels

FINEOS CRM contains an integrated rules engine that supports custom rule development, ensuring that service is delivered according to your best business practices.  The FINEOS CRM solution is fully configurable to match your business processing needs.

FINEOS CRM is part of FINEOS’ componentized suite of solutions available for the insurance industry:

  • Life & Health / Pension Insurance (including long-tail claims associated with specialty lines) such as:
    • Disability (long-term, short-term, group, and individual)
    • AD&D
    • Critical illness
    • Dental
  • Property & Casualty / General Insurance including
    • Personal lines
    • Commercial
    • Specialty lines
  • Social Insurance
  • Bancassurance