CRMNEXT
32 Case Studies
Case Study: Kotak Life Insurance achieves continuous-channel, instant customer servicing with CRMNEXT
A CRMNEXT Case Study
Delivering continuous channel, instant service experience on a unified CRM platform
Kotak Life Insurance partnered with CRMNEXT to close gaps in customer and policy visibility and to speed up servicing across channels. The insurer needed an Intelligent Customer 360, Smart Policy 360, faster policy servicing, continuous channel instant servicing and seamless integrations — capabilities delivered via CRMNEXT’s unified CRM platform.
CRMNEXT implemented an integrated solution featuring Intelligent Customer 360, Smart Policy 360, a centralized DMS, Autoflow designer and the Autonoma Integration Engine to connect 25+ systems, support 7,400+ users and serve 15 million customers with 20+ Straight Through Processes. The deployment delivered instant fulfillment and higher first‑touch resolutions, real‑time alerts and automated communications, fluid two‑way data flow and significant cost savings for Kotak Life Insurance.
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