CRMNEXT
32 Case Studies
Case Study: Bajaj Allianz achieves a unified 360° customer view and automated, continuous insurance experience with CRMNEXT
A CRMNEXT Case Study
Delivering Intelligent, Continuous Insurance Experience With a Unified Digital Platform
Bajaj Allianz engaged CRMNEXT to build a unified digital platform and single source of truth to deliver real‑time, orchestrated insights across 30+ integrated systems and channels. Facing the need for a complete 360° view of customers and policies, faster onboarding, fewer escalations and improved persistency, the insurer—supporting 1,700+ users across 550+ branches—sought CRMNEXT’s customer data platform and automation capabilities.
CRMNEXT implemented Lead Management, Customer 360, Policy 360, Virtual Account Management, integrations with UIDAI/CIBIL/Video KYC and 30+ real‑time systems, plus template-driven communications and automated workflows. The solution enabled capture of requests from apps, WhatsApp, website and contact centres, 70+ straight‑through processes, 50+ complex assignment rules, a centralized DMS and real‑time alerts—delivering faster onboarding, streamlined servicing, measurable automation and significant cost savings across channels.
Open case study document...