Insurance CRM & Workflow |
Nugent Santé is a health and well-being specialist based in the North West, sourcing the best policies to meet requirements for both corporate and individual clients.
- Automate core business operations such as case management and financial reporting
- Create a central database that manages all client records
- Streamline their administrative processes
- Manage corporate and individual client profiles
- Migrate circa 5,000 clients and 57,000 case files into their new system
- Meet industry compliance requirements
How we created positive change:
- Built a cloud-based CRM(Customer Relationship Management) system that can be accessed anywhere
- Designed a central dashboard to monitor financial information, staff performance and track commission
- Auto-populated client documents based on their profile information
- Created a central database with a user-friendly interface to allow easy management of customer records
- Reduced the time spent on administrative tasks
- Built-in renewal notifications for policy expiration dates
- Implemented a user hierarchy with role-specific permissions
- Enabled real-time Excel and PDF reports for business and departmental KPIs
“Blue Wren spent time to understand the stumbling blocks with our old process and shaped the new product and its features around our business.
They helped us clearly define the scope and communicated frequently throughout the project. The level of ongoing support has been excellent and the system now saves our team a great deal of time and energy.
It’s a vital part of our business and helps us to deliver our service more effectively and efficiently to our customers.”