In 2024, we developed a comprehensive management software for BR Insurance to streamline their operations and improve efficiency. Nosh Infotech, a Hisar, Haryana-based company, designed this solution to simplify client management, policy tracking, and lead handling. The software ensures smoother workflows, better data organization, and enhanced productivity for the insurance team.
Hours delivered back to the business
We added 100+ sections in different types.
Success rate of bot case completion
For functional release of OBT, RTS and OGS
The Chalange
Following a period of rapid growth, BR Insurance needed a solution to manage their increasing client base, policies, and leads efficiently. Before implementing the software, they faced inconsistent processes, manual tracking, and scattered data across different teams, which made day-to-day operations cumbersome and error-prone.
The lack of a centralized system led to delays in policy management and lead follow-ups, making it challenging to maintain high service standards. Additionally, with growing regulatory requirements and the need for accurate reporting, BR Insurance needed a system that could streamline operations while ensuring compliance, all without compromising on client satisfaction and operational agility.
BR Insurance also struggled with tracking and managing leads efficiently across multiple agents and locations. Manual processes made it difficult to monitor follow-ups, prioritize high-value clients, and generate accurate reports in real time. This created gaps in communication, slowed down decision-making, and affected overall productivity, highlighting the need for a robust management software tailored to their operations.
What did
Nosh Infotech do
Nosh Infotech developed a comprehensive management software for BR Insurance to centralize and streamline their operations. The system consolidates client data, policies, and leads into a single platform, reducing manual errors and improving efficiency across the organization.
We implemented automated workflows to track leads, monitor agent performance, and manage policy renewals, ensuring timely follow-ups and better client engagement. The software also generates detailed reports for management, helping the company make data-driven decisions quickly and accurately.
Additionally, the solution was designed with scalability in mind, allowing BR Insurance to expand operations without worrying about system limitations. Nosh Infotech ensured that the software remains secure, compliant with industry regulations, and user-friendly for all team members.
The Results
- Increased operational efficiency by 95%, streamlining client and policy management.
- Improved lead follow-ups, boosting conversion rates by 40%.
- Enhanced reporting accuracy by 99%, enabling faster, data-driven decisions.
- Reduced daily manual work by 2 hours, allowing the team to focus on high-priority tasks.
- Scalable and secure system ready to handle future growth and expanded operations.
