Case Study: Direct Insurance streamlines sales and underwriting with Raynet CRM

Direct insurance Raynet streamlined the work of both sales reps and underwriters

Direct Insurance, a modern insurer focused on car, property, and business coverage, was struggling to manage sales and underwriting work in shared Excel files. The spreadsheets were messy, slow to use, and prone to overwrites and missing data, making it difficult for the two teams to stay aligned and keep client information accurate.

To solve this, Direct Insurance implemented Raynet CRM. Raynet centralized all customer data, documents, and broker communication in one place, gave underwriters a clear deal history and timeline, and allowed teams to customize their views for faster access to key information. As a result, Direct Insurance improved visibility into sales data, simplified workflows, and accelerated and increased the accuracy of risk assessment and B2B insurance setup.

Direct Insurance

Lucie Guziková

Business Risk Underwriter