Customer 360 CRM
Complete customer relationship management purpose-built for Caribbean insurance carriers. One platform for policies, claims, and customer engagement.
Everything You Need to Manage Insurance Customers
Customer 360 CRM brings together policy administration, claims management, and customer engagement into a single, intuitive platform. Designed specifically for Caribbean insurance carriers, it handles the complexity of multi-line, multi-currency operations while providing the modern user experience your team and customers expect.
From first quote to claims settlement, every touchpoint is captured and connected — giving your team a true 360-degree view of every customer relationship.
Platform Features
A comprehensive feature set designed to address the unique requirements of Caribbean insurance operations.
Policy Management
Comprehensive policy lifecycle management from quoting and binding through renewals, endorsements, and cancellations — all in one unified interface.
Claims Tracking
End-to-end claims workflow with automated status updates, document attachment, adjuster assignment, and real-time progress visibility for all stakeholders.
Customer Profiles
Rich 360-degree customer profiles consolidating policies, claims history, communications, documents, and relationship insights in a single view.
Communication Hub
Centralized communication management with email, SMS, and notification capabilities — every interaction logged and accessible from the customer record.
Reporting & Analytics
Pre-built dashboards and custom report builder for loss ratios, portfolio analysis, agent performance, and regulatory reporting requirements.
Compliance Tools
Built-in regulatory compliance features including KYC/AML checks, audit trails, document retention policies, and automated compliance reporting.
Built for Insurance
Customer 360 CRM is purpose-built for insurance carriers operating in the Caribbean and Latin American markets.
See Customer 360 CRM in Action
Schedule a personalized demo and discover how Customer 360 CRM can transform your insurance operations.
Request Demo