SP Insurance, a financial and insurance advisory business based in Auckland New Zealand, adopted the Kademi Digital Platform to take to market an end to end broker management solution to support its customers, agents, customer service teams and advisors, all from a seamlessly connected eco-system of digital solutions.
- A multilingual customer facing website for customers to explore insurance products and request quotes
- A secure portal for customers to review and access their policies, documents and personal information
- CRM tools to support advisors so they could manage customer data, quotes, polices and supporting documentation
- A CRM portal giving customer service teams a limited view of the customer enabling them to provide on demand support for inbound inquiries
- A stripped back CRM portal giving 3rd party agents a limited view of the customer and their polices