DigitInsure CRM

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Faq

FAQ's

Frequent Asked Qustions

DigitInsure CRM is a powerful insurance  management platform designed to help insurers, brokers, and agents sell policies faster, streamline claims processing, and enhance customer satisfaction.

 

It Automates policy sales & renewals to boost revenue. Simplifies claims processing for faster settlements,  Enhances customer engagement with a self-service portal,  Provides fraud detection to reduce errors,  Streamlines financial transactions with secure payment integrations.

Yes, you can do bulk upload of all your leads and clients data on DigitInsure to ensure smooth running of your business

Yes! DigitInsure CRM supports multi-branch operations, allowing you to manage different locations from one central system.

Yes, DigitInsure is highly customizable to meet the specific needs of your insurance business.

Our team will assist you with data migration to ensure a smooth transition 

You can get started  by placing an order on our website. Once the order is placed, our support team will engage you with the onboarding process and give you a 15 days free trial period of all the full features of the DigitInsure for you and your team to test.

Yes, we offer comprehensive training sessions and resources to help new users get acquainted with the system.

We provide 24/7 customer support through help desk, live chat and  chatBot to assist you with any issues or questions.

Our DigitInsure uses advanced encryption and security protocols to ensure that your data is safe and secure.

Yes! DigitInsure CRM is designed to meet industry compliance requirements, ensuring transparency, secure transactions, and regulatory alignment.

We regularly update our DigitInsure Framework to meet techonology upgrade to prevent any cyber threats.

We offer various pricing plans to suit different business needs. You can find detailed information on our pricing page.

Yes! DigitInsure offers a 15-day free trial so you can explore all features before committing.

No, there are no hidden fees. All fees are clearly outlined in our pricing plans

Our DigitInsure is a SaaS web-based system that is hosted in the cloud and can be accessed from any device with an internet connection and a modern web browser.

No, you don’t need to purchase any server. Simply subscribe to DigitInsure and we will take care of the hosting for you.

Yes! DigitInsure CRM is accessible on mobile devices, allowing agents and customers to manage policies anytime, anywhere.

We have robust disaster recovery and business continuity plans in place to minimize downtime and ensure your data is protected.

Yes, we offer additional services such as custom development, consulting, and training to help you get the most out of our DigitInsure.

We value your feedback and suggestions. You can contact our support team or use the feedback form available on our website.

DigitInsure CRM is perfect for insurance companies, brokers, reinsurers, funeral homes, and financial institutions looking to automate operations and improve efficiency.

DigitInsure CRM uses advanced encryption & security protocols to protect your data, ensuring privacy and compliance.

Yes! DigitInsure provides free setup so you can start using the platform without extra costs.

Absolutely! DigitInsure CRM supports third-party integrations for payment processing, communication, and business management through API.

Simply visit the Sign-Up Page and follow the easy steps to get started.

Absolutely! With expense & payment request automation, DigitInsure CRM ensures seamless coordination between the finance, sales, and claims teams.

Automated follow-ups ensure timely interactions,  Personalized notifications keep clients informed,  Self-service portal enables customers to manage their policies and claims with ease.

DigitInsure CRM is custom-built for insurers, with features like fraud detection, first premium collection automation, instant invoicing, and policy renewal tracking, designed specifically for the industry.

DigitInsure CRM offers agent onboarding tools, training resources, and a user-friendly interface to make adoption quick and effortless.

DigitInsure CRM undergoes regular updates and improvements, ensuring users always have access to the latest insurance management innovations.

DigitInsure helps detect fraud and errors in claims by ensuring every request originates from the client portal, leaving a transparent digital trail. Once a claim is paid, the system instantly logs it, preventing duplicate submissions at different branches and enhancing security

Simply visit the Pricing Page, select a new plan, and your upgrade will take effect instantly.

Built for Insurance Success