Case study details

Industry – Insurance

Company: Aaxel Insurance Brokers Limited.

Environment – Aaxel Insurance Brokers Ltd. is an independent personal and commercial insurance broker in Ontario. Aaxel insurance provides Personal as well as business insurance.

Challenges

Aaxel Insurance faced difficulties in managing their clients' data due to the use of manual processes that were time-consuming and made it challenging to keep track of client updates and policy expiration dates. Top challenges were

Managing customer inquiries and sharing relevant details with the sales team posed a challenge.
Keeping track of client data and policy renewal dates was difficult.
Managing employees and tracking their tasks proved to be a challenging task.
Keeping track of everything on pen and paper was a cumbersome and difficult process to manage.

About Company – Aaxel Insurance Brokers Ltd. is an independent insurance broker that specializes in personal and commercial insurance in Ontario, Canada. They are dedicated to providing our clients with a comprehensive range of insurance solutions tailored to their specific needs. Their top priority is to address our clients' financial concerns by offering turnkey solution engineering. To ensure the best available alternatives to meet their insurance needs.

Situation – Client had a wanted to transform their complete process in automated mode and seamless experience. They were finding a partner to execute the complete business model.

Solution - To address these challenges, Aaxel Insurance partnered with Xonier Technologies, who took on the responsibility of revamping the digital presence and setting up the insurance process team with clear KPIs.

Xonier Technologies created a custom CRM solution to transform their manual process to automated with transforming from marketing to complete insurance cycle. We have created solution for Marketing, Sales Management, Broker management, Insurance policy management, Renewal Management, Integration with government agencies for real time update.

Benefits

Improved customer relationships: CRM helps businesses build better relationships with customers by providing a complete view of customer interactions, preferences, and purchase history. Increased sales revenue: With a better understanding of customer needs, businesses can target and personalize their marketing efforts, resulting in increased sales and revenue. Enhanced customer service: CRM enables businesses to respond to customer inquiries quickly and effectively, improving overall customer satisfaction and retention. Streamlined sales processes: CRM can automate many sales processes, reducing the time and effort required to manage sales leads, quotes, and orders. Better team collaboration: CRM enables sales, marketing, and customer service teams to work together more efficiently, sharing customer data and insights. Improved data accuracy: CRM centralizes customer data, ensuring that all team members have access to the same accurate and up-to-date information. Increased productivity: By automating routine tasks and providing a centralized database, CRM can save time and increase productivity. Improved marketing campaigns: CRM can provide valuable insights into customer behavior and preferences, enabling businesses to create targeted marketing campaigns that are more likely to succeed. Enhanced reporting and analytics: CRM can provide real-time data and analytics on customer interactions, enabling businesses to make more informed decisions. Scalability: As businesses grow and evolve, CRM can be customized and scaled to meet changing needs, ensuring that customer data and insights remain central to business operations.