SEEinfobiz's solutions for the insurance industry are founded on the principal of enabling customers, partners and employees to obtain information or conduct transactions directly over the Internet, avoiding time-consuming and costly traditional processes involving multiple verbal or written interactions.
SEEinfobiz's solutions for Insurance companies are Internet-based applications, built specifically for the needs of online service providers, enabling them to attain new heights in customer service while also increasing revenue opportunities through increased interaction and service-centric commerce. Mentioned below are some of our industry leading solutions –
CLICK... Power and Speed Statements
Customer Self Service
Customer Relationship Management
Fraud / Risk Management
Call Center Management
Agent / Dealer Management
Customer - Acquisition, Retention & Churn
Product - Acquisition, Retention & Churn
Customer Segmentation
Quote Management
Policy Management
Claims Management
Lead Management for effective Sales & Marketing
Sales Force Automation
Time & Task Management for tracking claims
Web-Enablement of Claims Correspondence
CLICK... Power and Speed Statements
Future trends to watch are toward globally-based information; recognition that Electronic Bill Presentment is essential to support Web-driven information needs; better integration, availability and practical application of any information driver and/or cost reducer. CLICK - Power and Speed Statements is here to get you ready for tomorrow, today.
SEEinfobiz's CLICK solution is quick and easy to construct, thus making it ideal for instant solutions to a large number of insurance problems.
CLICK incorporate intelligent forms and customizes the process to prevailing state regulations. It automates as much of the enrollment process as possible so the agents can spend more time selling. This not only pleases commission-driven agents, but also results in a needed increase in productivity.
When it comes to tapping the opportunity, it's not a matter of technology making a conquest of traditional worksite marketing, but traditional worksite marketers using technology to extend their conquests. You have to have the backroom technology in order to survive in this marketplace. Either you have to have it or you have to buy it. And when the industry moved from having to process paper applications to being able to electronically submit applications, there are major changes in cost structure.
With SEEinfobiz's CLICK, all new businesses are now submitted electronically, through a paperless process culminated by electronic signature capture. Not to mention the money saved by not spending so much on paper resources.
CLICK solutions provide companies the ability to create, produce and distribute personalized, intelligent policy documents. The core building blocks for this functionality include form entry, library management, data access, rules processing, routing, WIP, archive, print and Web-Enablement.
Our solution offers you a fully outsourced solution for the formatting, processing, production, delivery, archiving and workflow management of insurance policies.
Do you have a need for your agents, customer service representatives or policy holders to access -- and enter -- data for policies, claims forms, applications, invoices, correspondences or other key documents via the Internet? We have the technology to make it happen today. Use the Internet to format and deliver information, and reduce -- and even eliminate -- substantial printing and mailing costs. Enable agents, claims personnel, customer service representatives and others to instantly manage critical policy holder information online, thus speeding up their service and strengthening customer relationships.
SEEinfobiz's CLICK feature gives insurers the ability to view and pay premiums online. It also puts billing information in their hands when they want it, how they want it and with greater functionality and interactivity than a traditional printed bill. You can personalize each bill to carry relevant offers for new products and services with its Personalized Ad Messaging Module, enable customers to analyze account information and encourage "self-serve" customer care. Thus turning your bills into a strategic tool. Whether you have a biller-direct or distribution/consolidator model, we can create an EBPP solution for you.
CLICK performs data merging, document assembly and business rules creation to automate enterprise-wide document production for such applications as insurance policies and bill statement presentments. It provides device-independent technologies that allow you to assemble, individually print, archive and deliver documents in a variety of ways, including over intranets and the Internet.
Establishing a relationship directly with the policy holder has often been a challenge. Automation of many steps has stream-lined the process significantly and Web-based approaches offer the possibility of reducing or even eliminating face-to-face meetings. While it's hard to match the power of the personal touch, an intelligently designed interactive web application - with access to live customer support or sales staff - can provide many of the benefits of personal meetings at a fraction of the cost.
With CLICK you can create, publish, distribute and archive high volumes of personalized policies, quotes, endorsements, cancellations and renewals. This can be done for any carrier, any line of business and in conjunction with any rate quote system. CLICK will also enable anyone in your production process - around the world, across town, down the hall - to create policies and supporting information. Policy holders get immediate response, as their local agents access, update and print policy information right in the office. With CLICK - Power and Speed Statements, it's all possible.
Representatives can electronically access policies and other critical data to verify coverage and to automate and personalize subsequent document packages and correspondences. Everything from letter templates, previous correspondences, claims manuals, processing guides, and medical and legal briefs can be electronically archived and merged as needed to create finished correspondences. You can also send output to high-speed printers, PCs or the Web for distribution and archive them for future reference. When it's time for claims settlement or litigation, all relevant information is available in one place -- instantly from the desktop.
The key features of CLICK - power and speed statements include –
- Corporate and Consistent Look and Feel
CLICK is an integral part of the corporate web site . It has the ability to adapt to the corporate look and feel of any part of the customer’s website, making it impossible for the user to distinguish the ESP (Electronic Statement Presentment) elements from other areas of the website. Furthermore, Statements are displayed in Dynamic Hypertext Mark-up Language (DHTML), and consequently have the best possible resolution and clarity.
- Integration with Corporate standards for Security
Many customers have adopted a standard security product for the maintenance and update of user permissions and profiles. LDAP is a popular example here. CLICK can integrate seamlessly with the existing security standard and avoid having to duplicate what can be a timely and costly job of managing user permissions.
- Policy / Document Level Security
CLICK provides personalized & secured view of billing information, here Employees can view the statements of all customers and when a customer logs in he can get only his personal view. Security is maintained at the document level and does not require querying the database for each customer or employee request.
CLICK offers a unique facility called On Demand Page Viewing. The statement that a Customer or Chief Financial Officer accesses can be hundreds or even thousands of pages in size. The users might wish to view subsets of the statement, or "step through", from page 1 to page 700. CLICK’s On Demand Page Viewing throws only one page at a time to the browser, and does not download the entire statement. This gives the user viewing ability with instantaneous, consistent performance. The statement also being accessed through cached memory, does not impact the Insurance transaction database. This facility also prevents network clogging and performance over slow network links.
- Dynamic Statement Designs
CLICK provides the flexibility of incorporating different statement formats for different customer segments such as corporates, university students, teenagers, senior citizens etc.
- Personalized Ad Messaging
With CLICK you can provide customized advertising messages based on individual customer-specific account information. This creates additional account acquisition, revenue generation opportunities and improves marketing efficiency by reducing direct mail and telemarketing costs. Furthermore, since offers are so highly targeted, customers are more likely to respond to them.
- CLICK connects to numerous data sources
CLICK has inbuilt capability to connect to numerous data sources such as Oracle, Sybase, DB2, Informix, EDI Files, Excel, Legacy systems, etc. CLICK can connect to all these sources one at a time or all together at the same time.
CLICK supports distribution of statements in different languages, and also supports Unicode. This increases the reach and utility of application for customers who are sensitive to receiving bills in specific languages.
- Daily / Weekly / Monthly / Yearly Historical Statements and Online Archive
CLICK gives organizations and their customer’s flexibility to store historical customer statements without degrading performance or increasing storage costs.
- Online-analysis functionality
Interactively analyze all statement transaction over an arbitrary number of time periods. Transactions can be filtered or analyzed according to various criteria. Results can be viewed in tabular or 2D/3D graphical (pie, bar, time series, etc) form.
- Platform Independent Solution
CLICK is a platform independent statement delivery solution. It could be easily installed on Windows, Linux and all flavors of UNIX such as, SUN Solaris, HP & IBM
- Ability to access multiple data sources for a single output
Many of our existing customers have multiple data sources that they need to access as part of their statement delivery solution. Often these are mixed environments – EJBs, spreadsheets, flat files, relational databases, EDI (Electronic Data Interchange files) etc. CLICK enables you to consolidate all of your data assets whatever the underlying data platform, in order to provide statements on the web, print, email, word etc
- Volume and Cross Product Discounts
Our product calculates volume discounts based on customers aggregate usage and also applies discounts based on specific groupings of products / services, giving organizations flexibility for managing interests and adjustments.
- Statements presented in different output formats
A statement presented through CLICK can be viewed by the user in several different formats, which offers the end user both flexibility and choice. It is important to reiterate here that these output options need only one executable. The output can be determined at runtime or in batch mode.
Delivered to their desktop via a browser without the need for any client software (downloads or applets) to be installed on the PC
Delivered to the mobile via WAP without the need for any third party software.
- To a Printer via PDF / Postscript
Many clients will still want to print their statements (or personalized element of their statement). CLICK can deliver "picture perfect", high quality printed statements in PDF / Postscript format, without issues of headers and footers missing - a well-known problem normally associated with "standard" printing from a browser.
XML output enables automated application-to-application integration. Customers can download XML data into their operational systems for accounting purposes too.
- Single time processing for multiple outputs
Multiple output options such as PDF, XML, Excel, RTF, etc require only single time processing of the statement.
- Combined Billing Statement
CLICK creates a single consolidated view of all of a customer's accounts by aggregating account information from multiple disparate legacy systems.
- Web-based administration Tool
CLICK has its own inbuilt zero-client web based administration tool. Not only it can create and maintain its own users and roles, it also can seamlessly integrate with third party user administration tools such as LDAP, active directory, etc
E-mails and messaging alerts notify customers about their day-to-day transactions. In addition, customers can configure and manage personalized alerts such as when a payment posts, a credit card has expired or recurring payment reminders or upcoming scheduled events.
The benefits of CLICK - power and speed statements are –
- Reduced Load on operational systems and Timely Billing
CLICK offloads the entire Statement Processing and Delivery Process to its own web server, reducing the load on operational systems. It assures timely statement processing and delivery, even if the source systems are experiencing down times.
- Auditing and Statement Error Handling
CLICK takes care of source data errors as well as performs audit checks for statements and their detailed transactions. It prevents revenue leakage for organizations resulting in increased profits. CLICK incorporates extensive reporting and auditing functionality to enable corporate treasury and cash management personnel to understand, track and trouble-shoot all account transactions. CLICK’s intuitive and comprehensive web interface makes it simple to reconcile remittance information, manage exceptions and do cash flow analysis.
Most modern day marketing experts will speak fondly of the ability to market "one-to-one". The opportunity to market to each client individually, offering unique propositions based on a captured history preference, is highly desirable. In fact in an environment where the number of customers may be in hundreds of thousands, the ability to personalize the information provided is a necessity.
CLICK’s – Power and Speed Statements, are implemented using leading edge technology, offering key information to the correct person at the right time in the right format.
- No statement production and posting
The costs associated with paper based, and physically mailed posted statements are not insignificant and are well understood by the modern organizations. Today almost every opportunity to reduce or even eradicate costs is highly desirable as reductions in cost can be passed on to the client – enabling cost-based competition.
It is in the interest of both the organization and the customer to encourage as much account self-service as possible. Large companies can benefit from this model as it greatly reduces their costs.
- Call Centre – enhanced services online
The call center also has access to customer’s statements, personal profile, disputes, complaints etc online, making it easy for them to perform analysis on the statement and answer customer queries quickly. CRM executives can also take requests for duplicate statements, adhoc printing etc.
- Robust Platform Offering Solution with enhanced Flexibility
CLICK is a robust product, and scales to large number of users. It performs efficiently even with increased number of users and utilizes the full power of CPU’s installed on the servers. It provides speed and flexibility for incorporating any kind of business-required changes thus reducing time to market for new products and services.
- Greater Administrative Efficiency and Lower Cost
CLICK’S point ‘n’ click environment provides billing team easy to use interfaces for bill process and delivery administration, enabling quick ad hoc administrative tasks. CLICK also reduces total cost of ownership for organizations as its total automation, results in comparatively less overall requirement of resources of hardware, software, maintenance and people.
The web-based user interface is intuitive and simple to learn and use
- Cost savings in Statement Generation
Eliminate the costs of sending usage data on paper or on data-storage media
- Cost savings in the call center
CLICK enables "customer self-care", leading to fewer inquiries and complaints. This lowers costs in the call center
- Greater customer retention
Customers want better control of their account transaction. CLICK is the compelling solution for those needs, raising customer satisfaction and loyalty
- Increased competitiveness
Increase market attention and gain advantage over your competition with CLICK as an attractive expansion of your services

Customer Self Service
Since Insurance businesses are expected to provide personal service and form relationships with thousands of customers, self-service tools are a blessing. No matter how great your customer care is, if you're not offering support on the Web, your customers are left wondering why. Many experts agree that having self-service is one of the cornerstones of establishing a business presence.
SEEinfobiz's Customer Self-Service architecture is founded on the principal of enabling customers, partners and employees to obtain information or conduct transactions directly over the Internet, avoiding time-consuming and costly traditional processes involving multiple verbal or written interactions.
SEEinfobiz's Complete Self Service is a suite of Internet-based applications, built specifically for the needs of online service providers, enabling them to attain new heights in customer service, while also increasing revenue opportunities through increased interaction and service-centric commerce. The key features of SEEinfobiz’s Customer Self Service solution include –
- Policies presented in different output formats such as HTML, DHTML, PDF, XML, PostScript, etc
- Personalized Ad Messaging – You can provide customized advertising messages based on individual customer-specific policy information. This creates additional policy acquisition, revenue generation opportunities and improves marketing efficiency by reducing direct mail and telemarketing costs. Furthermore, since offers are so highly targeted, customers are more likely to respond to them.
- Secured and Personalized Policy Delivery
- On Demand Page Viewing – The statement that a Customer or Chief Financial Officer accesses can be hundreds or even thousands of pages in size. The users might wish to view subsets of the statement, or "step through", from page 1 to page 700. This feature it throws only one page at a time to the browser, and does not download the entire statement. This gives the user ability to do this with instantaneous, consistent performance. The statement also being accessed through cached memory, does not impact the Insurance transaction database.
- Online viewing and analysis of policy statements. Customer can create ‘n’ number of reports from his personalized statement.
The benefits of SEEinfobiz’s Customer Self Service solution are –
- Increased average revenue per user / customer
- Improved customer service
- Reduced costs of interaction
- Confidence - because they are in control of the information for which they are searching
- Access to Frequently Asked Questions (FAQs)
- Ability to submit requests and receive an immediate responses from extensive business knowledge bases and, for those items that take longer or require a person to respond, the ability to review the status of the request
- Ability to update contact information and profile
- Ability to update preferences for receiving information
- Ability to carry out task at any time without having to worry about office hours
- Providing an effective and extensive knowledge base for customer inquiry
- Ability to distribute documents and forms to customer efficiently
- Ability to automatically respond to customer queries through automated response programs
- Ability to provide opt-in and opt-out capability for distribution of marketing materials
- Ability to provide automated 24x7 customer care
- Reduce customer service costs by 47% according to some experts
- Use the web to continually assess the effectiveness of self-service
- Use the web to measure the interests of customers for targeted marketing campaigns
- Lower total cost of ownership and increased return on investment

Customer Relationship Management
Increasing competition and expectations for higher levels of service are challenging insurers to implement strategies that retain and engage their most important assets, their customers. Yet, a majority of insurers find it difficult to construct a comprehensive view of their customer relationships because their systems track policies, contracts, and claims, rather than individuals.
SEEinfobiz views CRM as a comprehensive set of tools and practices focused on maximizing the value of the customer relationship. This is achieved by leveraging information gathered through individual interactions and by consistently delivering appropriate levels of service via multiple channels. Building a CRM-focused organization goes beyond technology to rethinking business processes, structures, and incentive systems
- SEEinfobiz works with insurers and other financial industry players to develop CRM strategies and assist in CRM Implementations
- Development and implementation of an enterprise CRM strategy covering all products and channels
- Implementation of a Customer Interaction Center (CIC)
- Development and integration of a client file to provide a 360-degree view of customer relationships
- Implementation of a data warehouse and deployment of business intelligence tools to efficiently track and analyze customer interactions
- Data mining and development of predictive models to reduce customer churn
- Implementation of sales force automation and campaign management tools to improve revenue generation capabilities
- Implementation of decision analytics and a decision engine to enforce consistent execution of customer treatment strategies over multiple contact channels
Fraud / Risk Management
Detect fraud instantly and act to prevent losses when issuing policies to new customers, during transactions and while serving existing clients. SEEinfobiz's solutions provide insurance industry carriers—with comprehensive protection while reducing costs and impact on legitimate customers.
SEEinfobiz's Fraud Management System (FMS) is a market leader in fraud detection and analysis. FMS detects fraud by reading and analyzing the same transactions used for changing customers. As part of its detection function, FMS builds usage profiles and tracks current usage at the customer or service level. Services with multiple numbers have the option to track at the individual number level. FMS detects anomalies within the data and automatically generates alarms that are analyzed by the system to identify potentially fraudulent behavior. The information is then presented to a fraud analyst/case manager using a graphical user interface (GUI).
The three primary functional features of FMS include –
- Detection
- Analysis
- User interface
The key features of SEEinfobiz’s Fraud / Risk management solution include –
- Detect fraud instantly and act to prevent losses
- Using an easy-to-use case manager with reason codes
- Using neural networks and patented technology
- FMS leverages a robust data consortium of subscriber data
- FMS can be customized to the individual insurance carriers’ unique business and agency policies through parameters
The benefits of SEEinfobiz’s Fraud / Risk management solution are –
- SEEinfobiz's Fraud Management System provides revenue assurance by protecting against losses due to fraud
- It controls operating expenses through securely and reliably scaling with policy holders
- SEEinfobiz's Fraud Management System enhances brand image of insurance carriers by protecting clients from erroneous policies
- It features the plug-in architecture, a "manager of managers" approach, which provides the ability to integrate a variety of technologies and adapt to new ones quickly, minimizing payback periods
- SEEinfobiz's Fraud Management System provides a complete solution supplemented by experienced fraud consultants offering services to help agencies define or augment a total fraud management strategy, assist in building fraud management departments, and maximize the benefits of using SEEinfobiz's FMS system
- It prevents fraudulent applications from entering your decision workflow, consuming your resources and affecting your bottom line.

Call Center Management
SEEinfobiz’s Customer Call Center Management allows you to create, assign, and escalate requests. Robust assignment rules ensure that each service request routes to the most appropriate agent equipped with a comprehensive knowledge base and complete account history.
Users can easily manage service requests, track related activities, record notes and customer e-mails from Outlook and associate known solutions to incoming requests. Users have easy access to a comprehensive knowledge base for immediate answers to customers' questions and score the solution based on usefulness.
The features of SEEinfobiz's Call Center Management solution are –
- Enables requests, complaints or enquiries capture and tracking
- Automatic assignment of requests
- Automatic call routing based on request number
- Request changes monitored with audit trail
- Inbuilt knowledge base – The solution’s knowledge base provides insurance agents with consistent, pre-approved answers to commonly asked customer questions. Searchable knowledge base answers can be added easily to outbound e-mail messages or read over the phone by call center agents
- Product Catalogs – Maintain complex product catalogs in CRM, including hierarchical classification of products and services. Guarantee consistent messaging and product availability throughout the entire organization
- Outlook Email Integration – SEEinfobiz's CRM solution allows users to associate inbound and outbound emails - including attachments - with contacts, leads, accounts, opportunities and requests
- Service Analytics – Receive actionable data for your customer service interactions
- Multi-Lingual Support – To address the needs of a global work force, our solution supports US-English, UK-English, Japanese, Chinese, Hindi, etc, allowing individuals to work in their chosen language. Regional support offers country-sensitive address and ready-to-dial phone formatting, as well as localized number, time, and date formats. Multi-currency support allows users to transact, forecast, and report in any currency
The benefits of SEEinfobiz's Call Center Management solution are –
- Accurate and timely resolution of customer issues
- Complete history of customer interactions
- Track related account activities across departments
- Determine requests resolution times
- Increase first call resolution
- Improve customer satisfaction with "one and done" assistance
- Real-time access to account information
- Increased customer loyalty
- Identify revenue opportunities
- Monitor service requests by channel
Agent / Dealer Management
Efficiently manage future and existing business. SEEinfobiz's Agent management solutions help you track policies and their respective commissions - with full reconciliation capability; track expenses; and manage calendars, contact, agent, product, commission and carrier information.
SEEinfobiz provides automation solutions for the insurance industry. The company develops software for independent insurance agents, brokers, managing general agents and insurance companies, as well as banks and other financial institutions with insurance operations. SEEinfobiz's Agent Management provides you with a comprehensive agency management solution.
SEEinfobiz has led the industry in implementing interface standards. The company continues to be the leader in real-time interface, providing agencies with more available transactions and connections than any other provider.
SEEinfobiz's Commission Management Solution handles the calculation and payment of commission for policies to internal and/or external parties. When an agent has sold a policy the system automatically posts an item to the agents account. The item contains the commission calculated according to user defined calculation rules.
The sum of the outstanding commission is released for payment when the premium is paid, and reconciliation happens periodically according to the specified rules for the agent's account. Appropriate documentation covering detailed information on the policy is included with the payment. If the agent belongs to a company there is a facility to send the itemized statement of account for each agent and the payment to that company. Agents can still have their individual statement of account.
An unlimited number of calculation rules can be stored in the system. Sets of selected rules are assigned to an agent. This selection describes the relation between agent, category, organizational unit, and type of product. For each type of rule it can be decided, if the commission should be a percentage of the premium or a flat rate. Different types of calculations can be specified for new and renewal business, including any user defined, complex algorithms.
The day-to-day data capture for commission is an integrated part of the policy- and account system, and facilities are available for on-line viewing of outstanding commission items, correcting errors, transfer of commission amounts, etc.
The key features of SEEinfobiz’s Agent Management solution include –
- Manage individual agents as well as the overall agency structure
- Interface for editing policy information and maintaining a policy catalog and other policy-related information
- Basic tracking functions for distributors on their sales orders, inventory and financial data
- Organize sales, inventory, logistics and finance and produce reports on these areas
The key benefits of SEEinfobiz’s Agent Management solution include –
- Automate critical agency and brokerage functions with one system
- Provide an agency management system designed to handle complex, large, commercial accounts
- Improve trading relationships
- Minimize overhead inventory
- Better control agent creditability
Customer - Acquisition, Retention & Churn
SEEinfobiz's Customer Acquisition module for Insurance reaches your prospective customers at the right time—and in the most compelling and cost-efficient manner possible.
SEEinfobiz's Customer Acquisition solution includes –
- Direct Sales
- Provisioning
- Lead Generation
- Appointment Setting
- Third Party Verification
- Order Verification
- Database Enhancement
- Market Research
- FAQs
- Product Information Requests
- Dealer Location
As one of the leading providers of banking solutions, we are known for our ability to grow and manage large-scale programs. We continually invest in our existing facilities located throughout the world. This ensures that you have the best customer contact platforms available. To stay ahead of the demand curve, our site selection and implementation group follows a strategy to rapidly open new facilities. Our facilities also feature high-level security standards to provide a safe environment for your data.
SEEinfobiz's Customer Loyalty / Retention solutions for Insurance align and empower all parts of your organization to:
- Build long-term customer loyalty
- Increase customer value
- Grow recurring revenues and profits
SEEinfobiz's Customer Loyalty / Retention solutions typically cover customer attitudes, intentions, and perceptions towards many or all of the following -
- Products
- Service and support
- Web site
- Account management
- Professional services
- Ease of doing business
- Pricing
- Market/competitive positioning
SEEinfobiz’s Churn Management solution for insurance provides insurance companies with all the tools to gather, analyze, and store the data necessary for customer churn assessment. This solution scores customers according to their propensity to churn and their potential lifetime value. A scaled, targeted, and personalized response can reduce customer churn.
The key features of SEEinfobiz’s Churn Management solution include –
- Customer-Centric Database
- Predictive Modeling
- Automatic Modeling
- Optimized Customer Retention Campaign
- Optimized Data Management
- Enterprise-Wide Metrics
- Solution Scope
The key benefits of SEEinfobiz's Customer - Acquisition, Retention & Churn solution include –
- Bringing down the cost of good decisions
- SEEinfobiz’s advanced customer acquisition platforms automate application processing end-to-end
- It can simultaneously orchestrate any number of unique decision processes for products, marketing campaigns, lines of business and channels.
- Using a wider range of decision resources cost-effectively
- Lost-customer early warnings
- Recognize and address problems and opportunities immediately
- Increase customer retention, loyalty, renewals, and recurring revenues
- Make investments in the areas where they will have the greatest payoffs
- Streamline operations and reduced expenses
- Coordinate and align efforts responding to customer feedback throughout your organization
- Drive enterprise-wide rewards and recognition most fairly and effectively
- Improving speed, quality and consistency in manual decision
- Reduced churn—to raise your profits and increase your market share
- Customer scoring based on propensity to churn and life me value
- Rapid dissemination of churn data to key decision makers and customer contact points
- Highly relevant, consistent and accurate data
- Single, integrated solution deployed as a ready-to-go customer profiling system on mission critical platforms
- Identification of all cross-sell and up-sell opportunities
- Fixed-cost implementation
Product - Acquisition, Retention & Churn
SEEinfobiz's Product – Acquisition, Retention & Churn Solution allows insurance companies & agencies to produce tailored, compelling investment proposals for existing and prospective clients in a way that clearly demonstrates the benefits of selected insurance policies, investment products and diversification strategies. The application efficiently walks advisors through a logical, intuitive workflow, which culminates with the production of a sophisticated yet easy-to-understand insurance proposal and Insurance Policy Statement. Advisors can generate compelling, personalized insurance proposals with less effort, promote strategic products, and convert more prospects to clients.
The Product Acquisition, Retention & Churn Solution is a workflow-driven application that is designed to enhance advisor productivity and ease of use. Enterprise clients and their advisors can configure the application to match their business practices. Firms and their advisors can setup their own custom asset allocation models, model portfolios, and investment universes. By changing settings in the Preferences Hub, advisors can automate workflows to increase their productivity. Model portfolios and insurance universes can also be saved and applied across multiple products. Product proposals can also be configured to meet the specific needs of each client. The application and proposal can be branded with the firm's logo and each advisor's contact information.
Whether the advisor is reviewing an existing product in preparation for an annual account review or proposing a new portfolio for a prospective client, current holdings can be thoroughly analyzed and compared with targets and benchmarks, providing advisors and clients with a holistic and comprehensive view of the portfolio.
With our Solution, advisors have a very broad set of product offerings to choose from when constructing client portfolios.
SEEinfobiz's point of sale solutions deliver powerful fully integrated retail packages that manage the Insurance business from front office to back office - all with speed, accuracy, and simplicity. Many Insurance agencies have already realized the benefit of having one simple solution, which manages front office tasks like processing accounts, accounting and more simultaneously on the backend. Saving valuable time and resources ultimately translates into an increase in productivity and most importantly - the bottom line!
SEEinfobiz's comprehensive point-of-sale solution provides Insurance Agencies with an ideal solution for branches and call-center operations. When integrated with our CRM solutions, the combined solution provides easy order entry, quick access to detailed customer account profiles, and fast transaction processing to ensure accurate and reliable customer service through all channels.
The key features & benefits of SEEinfobiz's Point of Sale Processing solution include –
- Intuitive transaction flow between systems
- Linkage between the customer’s account profile and the transaction process
- Synchronization of employees and products
- Support for multiple customer & transaction types
- Support of multiple retail tender methods (e.g., cash, check, credit card, gift certificate)
- Real-time integration to credit vendors for credit verification during activation process
- Real-time integration with check-authorization services
- Centralized web-based point-of-sale configuration management
- Data access control based on organizational structure and rules desired by the service provider
Customer Segmentation
The ability to segment customers according to their likely behavior and potential profitability is key for gaining a complete understanding of customers — and understanding customers is more important than ever for insurance companies, where intense competition, declining customer loyalty and high lapse rates continue to erode profit margins. SEEinfobiz's Customer Segmentation for Insurance employs decades of industry experience to help you combat these issues with more effective customer communications.
Many insurance providers struggle to segment their customers effectively, often because they have difficulty making sense of the huge volumes of customer data that exist throughout the enterprise. Insurers frequently lack the ability to track changes in customer segments as well — such as changes in life stage or overall buying habits — leaving no way to evaluate the long-term success of their marketing efforts.
SEEinfobiz's Customer Segmentation for Insurance uses analytical depth to help marketers create more accurate customer segments and predict customer behavior, which in turn gives insurers the power to create better-targeted product offers, product communications and bundled services.
The solution identifies and categorizes the customer base into distinct groupings with similar characteristics to:
- Create manageable groups for targeted activities such as underwriting and marketing campaigns
- Identify attributes, needs and wants of each customer group
- Compare the characteristics of different segments to determine segment-specific actions
- Set effective measurable goals for each segment
SEEinfobiz's Customer Segmentation for Insurance uses demographic, geographic, attitudinal and behavioral data available from across the enterprise, as well as information from analytical applications, to develop highly accurate segments. These segments can provide relevant channel support and aid marketing efforts by supplying customer intelligence to insurance intermediaries.
Quote Management
SEEinfobiz has created a niche for developing and customizing quote engines for the insurance industry. At SEEinfobiz we provide you with Insurance Quote Management Solution with most accurate database and updated rate tables. Customer-friendly quote engine providing broad-based comparison of rates, attractive look, very fast and easy to understand, instant calculations for your clients are the main features of our Insurance Quote Management Solution. We also give you flexibility in choosing the companies and adding the companies you work with.
Customers surfing through your website need instant gratification. By simply filling out the form, your customers will be able to get the best annuity rates of various companies instantly. SEEinfobiz's Quote Management Solution can make that process simple, the way it should be.
Customer-friendly quote management solution provides broad-based comparison of terms and conditions, multiple quotes and an attractive look .It is very fast and easy to understand, instant interactive calculations are the main features of our Insurance Quote Management Solution.
The features of SEEinfobiz's Quote Management solution are –
- Automatic Approval
- Convert quotes to leads
- Quote Attachments
- Distributor Resale Quotes
- Quote Alert System
- Approval Workflow
- Audit Trail & Accountability
- Easy Analysis
- Web site integration
- Integration with Lead Management
- Quotes Auto-email
- Role-based Views and Access
The benefits of SEEinfobiz's Quote Management solution are -
- Increased Productivity
- Minimize Lost Revenues
- Maximize Margins
- Global Consistency
- Boost Customer Satisfaction

Policy Management
SEEinfobiz's Policy Management Solution incorporates all activities along the insurance policy lifecycle - from marketing through underwriting, billing, servicing and changes, to claims and exit processing.
SEEinfobiz's Policy Management Solution was specifically designed to match the territorial legislation and regulations and to meet the business challenges of today's dynamic insurance marketplace through:
- Fast release of new insurance products to the market
- Superior, internet-based, customer-centric service
- Reduction of operating costs
Our Policy Management solution addresses diversified Group and Individual risk products, including: term, endowment, unit link, with profits, bonds and pensions, and supports a wide range of: covers, benefits, contribution types, and internal & external funds.
The benefits of SEEinfobiz's Policy Management solution are -
- A road map for implementing technology today and tomorrow
- A system-wide view of the customer, financial operations, operational information and metrics
- A highly scalable system that is designed to be multinational
- Respond faster and more effectively to unpredictable market events as they unfold in an increasingly complex regulatory environment
- Enhance customer experience by tailoring offerings to policyholders’ needs and life events
- Deliver real-time solutions and increase speed-to-market for new products and business models
- Respond to both life and non-life market segments
Claims Management
Claims is a high-volume environment where effective business process management is essential. SEEinfobiz's Claims Management is a process and rules driven solution, that enables carriers to reduce the premium amount spent on claims related costs by improving claims processing efficiency. SEEinfobiz's Claims Management solution orchestrates and streamlines the full claims lifecycle from first notice of loss across multiple channels through recovery, settlement and analysis in the back office service centers.
SEEinfobiz's Claims Management software manages the routing of claims and streamlines work tasks for all parties involved in the claims process including customer service representatives in the contact center, claims adjusters, subrogation specialists, agents and brokers, repair shops and third party claimants. In addition, the solution provides a process-driven, browser-based desktop to automate manual tasks and provide unified access to policyholder data and all claims related information, reports and status.
By orchestrating and streamlining the end-to-end process while leveraging core back-office claims systems, SEEinfobiz’s Claims Management solution speeds claims resolution times and improves decisions to minimize risk while reducing administration and settlement costs.
The features of SEEinfobiz's Claims Management solution are –
- Tracks employee claims, accumulators, and enrollment in
- Handles entry and processing of claims
- Seamlessly interfaces with the in claims system
- Plans can adhere to standard and also non-calendar years
- Multiple plans can pay portions of the same claim
- Plans/categories can be enabled for complex multiple tiers
- Daily import/export of transactions and fund values
- Tracks history of all fund allocations and transactions
The benefits of SEEinfobiz's Claims Management solution are –
- Reduce time, errors and labor costs associated with manual processes and input increase control over claims correspondence content
- Eliminate printing and mailing costs with online viewing
- Ensure legal compliance and accuracy with automated insertion fields and templates
- Shorten correspondence preparation by reusing electronically captured and stored data
- Reduce delays and processing time by automating routing and workflow
- Produce consistent and more attractive documents
- Speed response to your insurers
- Increase ease of doing business for agents / dealers

Lead Management for effective Sales & Marketing
SEEinfobiz's Lead Management solution offers superior sales and marketing effectiveness in the insurance business. SEEinfobiz's Lead Management has the following functionality: Marketing Automation, and User Productivity.
Your customers are your greatest assets. We can help you work through the challenges associated with knowing who your most profitable customers are, what they need, how they make decisions, how to communicate with them, and what products and service levels you must provide to transform your customers into loyalists of your business. SEEinfobiz's Lead Management is the ideal complete online lead management application with an integrated instant quote application, document manager and an automated mailer.
Lead Management's advantage lies in its insurance industry focus. SEEinfobiz has designed the application with the help of insurance sales agents so it works the way you do ---- providing functionality and features like integration with an online insurance quote and insurance document management center. Sales performance improvement happens due to Lead Management features matching the user needs.
It enhances the user's ability to use captured leads using different customer touch points. Enriching the customer experience by interacting with him using multiple marketing channels like email, fax etc offers significant cost advantage of delivery.
SEEinfobiz's Lead Management solution significantly improves the sales and marketing effectiveness in the insurance business. The Lead Management Advantages are its insurance focus, quick deployment and systems & support with a 99.97% uptime.
The features of SEEinfobiz's Lead Management solution are –
- Maximize your sales efforts
- Gain control of your sales team
- Organize leads and streamline follow up
- Import you existing leads
- Assign Leads to the most qualified people
- Update Call Lists in Real Time
- Develop Sophisticated Reports
The benefits of SEEinfobiz's Lead Management solution are –
- Send qualified leads to right partners
- Reduce the number of dropped or lose leads
- Increase visibility into the sales pipeline across channels
- Win a larger percentage of clients
- Close the loop with marketing and indirect channels

Sales Force Automation
SEEinfobiz's Sales Force Automation (SFA) solution gives businesses the upper hand with their sales data. Comprehensive and easy to customize, SFA empowers companies to manage people and processes more effectively, so reps can close more deals. With SFA, reps spend more time selling and less time on administration.
SEEinfobiz's SFA solution provides a broad range of fully integrated applications that address the selling requirements— both online and offline—of organizations of every type and size.
Ease in use for Reps Reps need solutions that make their jobs easier, not more complicated. SFA gives them fast access to data - online, offline, and via mobile devices - and links easily to popular tools like Microsoft Office and Outlook. With a user interface rated "simple and intuitive", it is the one SFA solution every sales rep will love and use.
Critical for Sales Managers
Managers need visibility into the activities of their reps and insight into where they stand with their pipelines. SFA provides powerful opportunity management, forecasting, reporting, and customization capabilities, so sales managers can be confident their teams are producing at their full capacity.
Trusted by Executives
Executives need accurate information so they can evaluate their company's past performance while looking ahead to the future. They want to answer critical business questions quickly without shifting through reams of data. With powerful analytics and customizable dashboards that SFA provides, executives have the real-time information they need to be effective.
The features of SEEinfobiz's Sales Force Automation solution are –
- Enhanced sales productivity
- Manage all sales opportunities
- Forecast revenues accurately
- Real-time updates for opportunities, accounts, and contacts from anywhere on the Internet
- Interactive and consistent customer leads and deal management
The benefits of SEEinfobiz's Sales Force Automation solution are –
- Embedded analytics to help sales professionals at all levels make more informed decisions
- Embedded support for leading sales methodologies to ensure consistent execution across all sales teams
- Embedded knowledge management functionality, enabling sales professionals to capture and leverage the collective experience of the entire sales organization
- Market-leading innovation focused on improving the effectiveness of front-line sales people
- Market-leading flexibility through on-premise, hosted, and hybrid deployment options
- Embedded support for industry-specific sales processes across all industries
- Solutions delivered through a comprehensive blueprint encompassing people, processes, and technology to maximize customer success

Time & Task Management for tracking claims
SEEinfobiz's Time & Task Management solution provides access to the information you need to track claims and claim related files, including policy information and loss and reserve amounts. With this solution, you can leverage the advantages of a powerful combination -- the most advanced groupware features (calendars, to-do's, contact management, document assembly and management) with the most advanced management features.
With SEEinfobiz's Time & Task Management solution, you can create a fully integrated and automated department -- one that is more efficient, more productive, more profitable. A program that positively affects your earnings ratio -- SEEinfobiz's Time & Task Management solution is cost containment.
The features of SEEinfobiz's Time & Task Management solution are –
- Calendars -- firm-wide, group, individual
- Automated task scheduling
- Task delegation and assignment tracking
- To-do's, reminders and alerts with automatic notification
- Time tracking and reporting
The benefits of SEEinfobiz's Time & Task Management solution are –
- Fully compatibility with existing task data
- Search and find by client, task type, task status, or follow-up date
- One easy to use interface for task management, printing, and correspondence
- View/assess all client, policy and claims tasks associated with a client in one location
- Ability to queue and assign follow-up tasks
- Ability to assess team performance in managing all client associated tasks
- Access to standardized documentation
- Reporting: at task, client and insurer level
Web-Enablement of Claims Correspondence There is no more important function you fulfill for a policyholder than processing a claim. And how well you communicate during this, time can determine whether you win a customer for life or push them in the direction of your competitors.
How responsive, accurate and user-friendly your claims communications are, become the measuring stick by which your insurers determine your value. Yet, for many companies, claims correspondence remains a paper-driven, manual process, leaving room for inefficiencies, inconsistencies, errors and unnecessary costs.
SEEinfobiz's Web-Enablement of Claims Correspondence can change all this. With our state-of-the-art archival, retrieval, creation, presentment, printing and Web-enabling capabilities, you can automate your claims correspondence processes. And by reengineering these paper - and labor - intensive processes into electronic workflows, you can increase efficiencies, reduce costs, minimize risk and build customer satisfaction and loyalty.
The key features and benefits of SEEinfobiz's Web-Enablement of Claims Correspondence include -
- Reduce time, errors and labor costs associated with manual processes and input increase control over claims correspondence content
- Eliminate printing and mailing costs with online viewing
- Ensure legal compliance and accuracy with automated insertion fields and templates
- Shorten correspondence preparation by reusing electronically captured and stored data
- Reduce delays and processing time by automating routing and workflow
- Produce consistent and more attractive documents
- Speed response to your insurers
- Increase ease of doing business for CSRs and agents
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