Insurance

Industry Solutions

Agentic CRM for Hyper-Personalized Customer Journeys

We transform customer engagement by implementing advanced Agentic CRM platforms (as a Creatio partner, for example) that manage the entire client journey. This includes deploying user-friendly Digital Insurance Platforms and Customer Self-service Portals for Claim Submission and Tracking. Our Loyalty & Personalization strategies, powered by this platform, ensure tailored policy recommendations and proactive communication, significantly enhancing client retention.

AI-Driven Underwriting and Risk Mitigation

We empower actuaries and underwriters with superior decision-making tools. We deploy Data Analytics and Predictive Modeling systems enhanced with AI to improve Underwriting and Risk Assessment. Our specialized AI Agents (leveraging, for example, Salesforce partnerships) analyze vast data sets to instantly flag unusual risk factors and assist with Fraud Detection and Prevention, allowing for more competitive pricing and reduced losses.

Accelerated Claims and Automation

We streamline the costly and time-consuming claims process using automation and secure digital documentation. We implement modern Claims Processing Platforms that utilize Digital Claims Documentation and integrate Digital Signatures and Authentication. This significantly reduces cycle times and ensures accurate payouts, while our AI capabilities support rapid analysis of claims data to identify trends and process efficiencies.

Compliance Agility with No-Code/Low-Code

Staying compliant in the insurance sector is a constant challenge. We provide the tools for rapid system adaptation by implementing No-code/Low-code solutions (e.g., on platforms like Creatio) for compliance and governance workflows. This allows business teams to quickly adjust Regulatory Compliance Solutions, onboard new Risk Management Software, and extend Policy Management Systems without delays, ensuring continuous

Multi-divisional CRM Implementation for a Major Financial Company

One of the leading companies in the financial industry required us to create and implement a CRM system in the corporate, retail and call center areas of their organization. The introduction of the CRM system was planned in a period of 18 months, we were asked to manage the entire process.

The Bank's New Mobile App

RITS Professional Services' many years of experience in serving the banking sector, the ability to choose from a huge base of off-the-shelf specialists and an efficient recruitment process resulted in the selection of our IT professionals for a project to develop a brand new application by a leading bank in Poland.