Insura
In insurance, speed and precision matter. Yet many teams are held back by disjointed systems, manual data entry, and reactive processes. Consequently, insurers compromise customer satisfaction and miss out on renewal opportunities. These challenges multiply as businesses grow and their services expand. To combat these problems, insurers need a reliable insurance CRM that provides operational clarity and accountability.
Achieva’s Insura is designed for insurers who need speed, visibility, and control. It combines policy, claim, customer, and agent data into one view. Teams can track leads, issue quotes, manage renewals, and update claim statuses, all within a single platform. The system maintains a clear audit trail of interactions and documents, reducing reliance on manual logs. Custom workflows enable insurers to define their processes and enhance response times. Agents and service teams have better access to customer history, which improves communication and reduces duplicate work. Being a highly-adaptable solution, Insura enables management, agents, and brokers to operate in dynamic markets.
Purpose-driven modules designed for smarter policy, claims, and customer management
Handle everything from lead capture to claims and broker collaboration with a unified suite of core insurance modules.
Transform insurance operations with AI-driven automation that improves underwriting, claims handling, and policyholder experience.
Ensure regulatory compliance and data protection with built-in controls, audit readiness, and enterprise-grade security.
Connect with a broader ecosystem that includes policy administration systems, carrier APIs, payment gateways, and compliance platforms. Keep workflows uninterrupted, avoid data duplication, and manual entry with seamless integration.
Manage customer service across multiple channels like email, phone, and chat, all in one place. Set up chatbots to handle simple queries while routing complex issues to agents. Create an information and self-sufficient knowledge base for self-service.
Support your distributed workforce with mobile-ready tools and continuous learning modules for quicker onboarding and better performance.
Insura’s integrated AI layer helps insurers drive loyalty, stay compliant, and empower teams to build a faster, leaner, and more intelligent business.
Resolve policy inquiries, claims tracking, and routine questions instantly with 24/7 virtual agents, while sending automated reminders for renewals, documents, and tailored product offers.
Detect fraud through anomaly analysis, automate simple claims processing, and use predictive models to estimate accurate payouts and reserves.
Score and prioritize leads using behavioral and demographic insights, deliver personalized offers, and optimize outreach timing to boost conversions.
Dynamically adjust premiums based on real-time risk and market data, automate renewals and changes, and extract key details from documents to minimize manual effort.
Track Customer Lifetime Value, assess risk during quoting, and monitor performance with dashboards showing live sales, claims, and service data.
Automate audits and compliance checks, manage data securely, and ensure adherence to GDPR, HIPAA, and industry-specific regulations.
Achieva’s Insura connects seamlessly with your business applications, empowering your teams to move faster, stay aligned, and accomplish more.
Purpose-built for insurers, Insura streamlines the intricacies of policy, claims, and customer engagement. With domain-rich functionality and equally powerful automation, it helps you declutter workflows, outpace your competitors, and foster enduring trust with customers.
Automate routine and repetitive tasks such as sending reminders for policy payments, scheduling calls, and following up on leads to save you time and effort while reducing manual errors.
Infuse more value in customer interactions to strengthen relationships. Our solution provides a 360-degree view of the customer, enabling you to devise the best approach that wins trust and drives results.
Add a dash of strategy to your customer management practices. Our CRM helps you generate more leads, run better campaigns, drive sales, and boost revenue through effective upselling and cross-selling.
Lead the way with an insurance-specific CRM. Move faster with market changes and improve continuously with solutions designed for speed and expansion.
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Achieva is a well-organized company with remarkably capable individuals and a highly experienced Salesforce team. Their understanding of the industry domain and our specific requirements is commendable. Communication has been excellent from the beginning to execution, with updates shared via Salesforce Cases, email, and WhatsApp for urgent matters.
Achieva has a great pool of qualified team members who bring a lot to the table with their out-of-the-box approach and creative solutions. Projects are delivered on time, and the solutions delivered are well aligned with our business needs. The team has provided unparalleled support even after going live. Their responsiveness and enthusiasm toward our ongoing needs truly set them apart.
We partnered with Achieva to help us continue to add functionality and enhance Salesforce as our Agency Management tool. The team excelled at finding solutions to the unique situations we asked them to figure out. Thanks to Achieva, we have been able to deliver multiple value-added enhancements to our Marketing team. The team continues to help with these efforts and has been a valuable part with their knowledge and ability to help with such initiatives.
Honestly, I can’t recommend Achieva enough. A team of highly versatile Salesforce experts who always keep you up to date with any changes/feedback. One thing I truly appreciate: if you're trying to deploy a new structure within your business and you're not sure how it'll work from a system level, Achieva always finds a way to make it work and tailor the design/build to the finest details. 10/10 for their innovative approach.
Insura is created especially with the insurance sector in mind. It makes a unified, structured platform for policy, claims, customer, and agent data. In contrast to generic CRMs, it handles workflows and regulatory requirements unique to the insurance industry. This ensures improved alignment with both long-term corporate objectives and daily operations.
Insurance CRM enables insurers to gain a deeper understanding of their customers and their needs. It helps them track, organize, and consolidate interactions with current and prospective customers. Insura boasts of:
Absolutely! Our software can integrate with existing insurance platforms, including agency management systems (AMS), employee resource planning systems (ERP), and other relevant applications, ensuring a seamless and cohesive user experience. APIs and pre-built connectors ensure reliable and efficient integration.
Yes. We offer full support to our clients. Our customer success team takes you through the training and onboarding process. Insura’s intuitive and simplistic UI improves user adoption and reduces training time.
Indeed, repetitive tasks like lead assignment and quote tracking are automated by our insurance CRM platform. Thus, teams can concentrate less on administrative tasks and more on customers. Additionally, custom workflows standardize everyday actions and reduce the need for back-and-forth communication. This enhances response quality and efficiency.
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