Client Database Management Solution
Curated by SignalInsurance reporting system centralizing client data for efficient management.
Overview
Client Database Management Solution (CDM) is a stand-alone system designed for client insurance reporting, specifically for businesses that manage life insurance policies. The system incorporates artificial intelligence and data analytics to support sales and marketing activities for insurers, allowing for centralized access to client insurance information. Key features of CDM include automated communication, identification of growth opportunities, and analytics dashboards that monitor performance and return on investment (ROI). CDM aims to resolve issues related to fragmented data access, with the intention of increasing efficiency, lowering administrative costs, and enhancing customer engagement through improved visibility and automation.
Key facts
- Headquarters
- Melbourne, Australia
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Insurance Technology
Business model
- GTM channel
- Sign up to view
- 5 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
