{"id":29987,"date":"2021-06-07T18:13:35","date_gmt":"2021-06-07T16:13:35","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29987"},"modified":"2026-04-21T17:48:43","modified_gmt":"2026-04-21T15:48:43","slug":"%e4%bf%9d%e9%99%a9%e5%85%ac%e5%8f%b8%e7%9a%84-crm","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/zh\/crm-for-insurance-companies\/","title":{"rendered":"\u4fdd\u9669\u516c\u53f8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406"},"content":{"rendered":"<h1><span class=\"ez-toc-section\" id=\"Automate_Your_Insurance_Business_with_the_Swiss_CRM\"><\/span>Automate Your Insurance Business with the Swiss CRM<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<div>\n<p style=\"text-align: center;\">InvestGlass helps insurers streamline operations, reduce costs, and scale growth with secure, intelligent automation.<\/p>\n<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"\/get-started-free\/\">Start for Free<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Talk to Sales<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-02.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-03.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-25.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-04.png\" alt=\"\"><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Modernize_Policy_Management_End-to-End\"><\/span>Modernize Policy Management End-to-End<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div>\n<p>Manage policies, clients, and claims in one unified platform, eliminating manual work while improving accuracy, compliance, and operational efficiency.<\/p>\n<\/div>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking.png\" alt=\"InvestGlass Customer Onboarding in Retail Banking\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-automation-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Digital_Onboarding_and_Customer_Data_Management\"><\/span>Digital Onboarding and Customer Data Management<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Create a complete, real-time view of every client with centralized profiles covering personal data, policy history, claims, and interactions, enabling better decisions and more personalized service.<\/div>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/get-started-free\/\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Campaign-2024-3.png\" alt=\"InvestGlass Campaign Tools\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-ci-cd-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Sales_and_Marketing_Automation\"><\/span>Sales and Marketing Automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Capture, nurture, and convert leads with automated campaigns across email, social media, and digital channels, while tracking performance and forecasting growth with precision.<\/div>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/get-started-free\/\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Customer_Service_and_Multichannel_Support\"><\/span>Customer Service and Multichannel Support<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Deliver responsive, consistent support through integrated ticketing, knowledge base, and communication tools across phone, email, chat, and social channels, improving satisfaction and retention.<\/div>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/get-started-free\/\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-API-Audit-2024.png\" alt=\"InvestGlass Approval process\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-security-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Policy_and_Claims_Lifecycle_Management\"><\/span>Policy and Claims Lifecycle Management<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Manage the full policy lifecycle from issuance to renewal, including endorsements and cancellations, while streamlining claims processing with tracking, documentation, and risk assessment tools that improve underwriting accuracy.<\/div>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/get-started-free\/\">Get started today<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Reporting-2024.png\" alt=\"InvestGlass investor portal\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon-02.svg\" alt=\"\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Analytics_Reporting_and_Compliance\"><\/span>Analytics, Reporting, and Compliance<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Leverage real-time analytics to monitor performance, understand customer behavior, and identify growth opportunities, while generating audit-ready reports that support regulatory compliance.<\/div>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/get-started-free\/\">Start today<\/a>\n    <\/p>\n<\/p>\n<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_noplaceholder\":false,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"Automate Your Insurance Business with the Swiss 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