Bangalore June 09, 2009: CDC-CRM Solutions India, a leading provider of enterprise CRM and related solutions, has unveiled an ‘Insurance Gate Keeping solution’ for insurance industries based on CDC Software’s Pivotal CRM platform. This vertical solution is the first of its kind in the India market and helps in addressing significant business issues faced by insurance companies in India. The new solution assists insurance organizations in managing insurance policy applications that are received from several channels such as agents, Bancassurance, corporate agencies and others, at the initial stage itself. This solution helps to prevent incomplete or incorrect applications from entering the processing stage, thereby saving time and effort, as applications do not need to move back and forth between field and centralized processing teams. The Insurance Gate Keeping solution helps to ensure higher customer satisfaction and better agent service by providing timely checking and collaboration on the accuracy, completeness and availability of all necessary supporting information and documentation for the processing of an insurance policy. Furthermore, the solution manages other aspects of the [application process] such as notifying the agent or the channel partner of any additional required information or documentation, and providing the operations officer at the insurance company with a ready checklist to verify the data provided based on the product applied for or the customer’s demographic information. The solution provides a more streamlined process, and helps to ensure higher productivity on a lower cost of operations and greater conversion of leads to policies. The new solution is also user friendly, easily adaptable and training the staff in this software is relatively simple. According to Vineet Kalucha, Director Sales, CDC CRM Solutions, “New business acquisition has been a significant part of the business of insurance companies in this region. With over 5 crore fresh policies in FY 2008, the challenge of scrutinizing the policy applications for their completeness is very significant. Our solution would help organizations in improving the productivity of their operations teams across branches and help ensure a greater quality of gate keeping of the policy applications.” A key benefit of this solution is the automation of the gate keeping process, which includes the maintenance of checklists for requisite documentation presented to the user. These checklists are based on the type of product chosen by the customer and the customer’s demographic details. It communicates to the agents or the third party administrator for collection of additional information from the customer or scheduling a medical check-up for the customer through auto emails and or SMS, etc. The system also provides the requisite processed information to the document management teams or the outsourced agencies. Additionally, the solution also assists accounting and financial teams in preparing the receipts for the payments received by the insurance company from the applicant. The solution supports monitoring every stage of activity in the gate keeping process through reports, notifications and advanced analysis. Reports are generated to assist during the whole process. Gate keeping solution is easily and instantly available in the Indian market now. About CDC CRM Solutions: Founded in late 2007, CDC CRM Solutions Pvt. Ltd. is a fast growing provider of enterprise CRM and related solutions in India. The solutions offered by CDC CRM stand out as they are micro vertical focused and thus are ready to be deployed in the market segments they address. Another significant advantage they enjoy over competing products is the availability of high-quality technical and customer support locally as most of the research and development work for Pivotal CRM, customization services and Technical support is done out of Bangalore in India. CDC CRM Solutions is the exclusive sales and implementation arm of CDC Software in India and will focus on marketing and sales of CDC Software’s Pivotal CRM. Pivotal CRM has out-of-the-box modules for micro verticals such as capital markets, corporate finance, wealth management, asset management and private banking in BFSI as well as out-of-the-box solutions for real estate. CDC CRM offers a core team of professionals to support its focused marketing efforts in India and already has many major customer wins across the micro verticals it serves.