Case Study: Bajaj Allianz achieves a unified 360° customer view and higher cross-sell conversions with CRMNEXT

Leveraging Digital Journeys in Insurance for a Continuous, Delightful Experience

Bajaj Allianz engaged CRMNEXT to modernize its sales, service and renewals operations across 1,000+ users and 15+ integrated touchpoints. The insurer needed automated tracking of corporate prospects and leads, higher lead conversion and end-to-end business visibility, and elimination of siloes between sales, service and renewals to streamline processes and improve intermediary management.

CRMNEXT implemented its intelligent CRM platform—combining corporate account planning, digital lead capture, a unified 360° policy view, automated renewals and tools like the Trinity Cross-Sell modeler and Autonomous Integration Engine—enabling real-time customer intelligence, automated lead assignment and handling of 400+ service request types. The deployment delivered measurable impact: richer, consolidated customer profiles, 10 straight-through processes that reduced redundant work, improved renewal tracking and monitoring, and higher cross-sell conversions driven by AI/ML scoring.

Bajaj Allianz