Reference & Tracking
Unique reference, status, ownership, and complete update history.
i-CRM helps the insurer manage every complaint through consistent rules, clear evidence, measurable service commitments, and regulator-related handling within the same governed record.
Unique reference, status, ownership, and complete update history.
Working calendars, due dates, levels, overdue detection, and supervisor visibility.
SMS, email, customer messages, comments, attachments, and formal responses.
Configured categories, validity, decisions, causes, outcomes, and closure reasons.
Post-closure feedback and service-specific satisfaction reporting.
Actions, ownership changes, escalations, communications, decisions, and exports.
i-CRM manages IA- and CHI-related information within the same governed case record, avoiding disconnected tracking and duplicated operational effort.
Identify the customer case and retain one service journey.
Capture IA- or CHI-related references, dates, type, and supporting data.
Track due dates and applicable SLA with escalation visibility.
Maintain controlled communications, templates, and evidence.
Record outcome, attachments, response confirmations, and audit trail.
Files, customer messages, internal comments, formal responses, dates, and actions remain linked.
Assignment and Case Reassignment history preserve who owned the case and why ownership changed.
Working calendars and SLA rules highlight approaching breach and overdue cases.
Dashboards and reports expose volumes, aging, outcomes, root causes, and service pressure.
Customer protection, regulatory readiness, and operational accountability are supported by the same complete record.
View DemoExperience a governed journey from intake and SLA control to closure, feedback, and management insight.