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Insurance Solution

Insurance Solution


Insurance Solution

Our insurance services are excellent for clients in Bahrain and other nations and can assist in

resolving issues brought on by increased compliance and technological advancements.

Insurance Solution Dashboard


Best CRM Software for Insurance Agents/ Brokers

Our end-to-end services ensure your requirements are met in house at every step of the way, reducing costs while providing more reliability. Our services include:

Claims Processing

Policy Checking

Document Indexing- OCR

Renewal Automation

Auto Raising Policy Orders

Quote to Whatsapp

Free SMS*

Quote Summary & Proposal

Insurance Renewal Exposure Summary

Insurance Calculator

Auto Follow-up

Client Portals

Data Administration

Full Admin Security

Summary of Features

Omni Pro Insurance CRM Overview

An Omni Pro insurance CRM is a solution that addresses the specific needs of insurance brokers and insurance providers. Organize all your leads and claims, automate assignments to the right people, and manage multiple policies in a single system with an Omni Pro insurance CRM. Let your agents close deals and build long-lasting relationships by taking advantage of powerful desktop and mobile functionality.

Our expanded omnichannel support for phone, email, live chat, social media, and in-person meetings make Omni Pro CRM the most tightly integrated system in the market. Your sales team can spend more time selling instead of entering data with the help of workflow automation, lead scoring, real-time notifications.

Automate routine sales, marketing, and support functions using Omni Pro insurance CRM, giving you more time to concentrate on your customers. Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up your overall process.

Accelerate your sales team’s productivity with accurate forecasts of potential revenue, and make use of productivity games to exceed your sales quotas.

Get your marketing and sales teams on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue using the Google Ads integration.

Your security is our top priority. We understand that every organization needs to strike the right balance between protecting their customers’ data and giving employees the freedom to get their work done. Our Omni Pro CRM succeeds in meeting both of these requirements.

Use Omni Pro CRM’s developer platform and SDKs to build and deploy secure, scalable, and enterprise-ready solutions. Build integrated systems, offer personalized user experiences, and develop apps for both web and mobile.

  • Customization
  • Workflow Capability
  • User, Role, and Access Management
  • Social Network Integration
  • Sandbox / Test Environments
  • Document & Content Mgmt.
  • Performance and Reliability
  • Output Document Generation
  • CRM Integration
  • Integration API
  • Enterprise Scalability
  • Data Import & Export Tools
  • Mobile User Support
  • Reporting, Analytics & Forecasting
  • Product Catalog
  • Approval Workflow
  • Renewals
  • Quote Document Generation
  • Document Customization
  • Activity Tracking
  • Badges
  • Triggers
  • Commission Calculator
  • Meeting Scheduling
  • Opportunity and Pipeline Management
  • Email Tracking/Automation
  • Calls and Voice
  • Calendar
  • Shared Records
  • Contracts Creation, Negotiation & Execution
  • Revenue, Invoicing & Recognition
  • Lead Prioritization
  • Time Tracking
  • Project Management