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Everstead Advisors Optimizes Insurance Operations with Zoho CRM

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Client overview

Everstead Advisors is a mid-sized insurance advisory firm that provides comprehensive insurance solutions to individuals and businesses. The firm offers both individual and group insurance products, including life, health, and property coverage. Historically reliant on spreadsheets and emails for policy tracking, compliance, and client communication, Everstead Advisors experienced inefficiencies, delayed responses, and limited operational visibility. Seeking a more streamlined solution, the firm collaborated with Codelattice, a certified Zoho CRM partner in Kerala to centralize policy management, automate proposal tracking, and gain actionable insights into policies, claims, and revenue growth through Zoho CRM and Zoho Books integration.

Challenges

Everstead Advisors struggled with fragmented policy management processes that relied heavily on spreadsheets and manual emails. This approach caused slow responses, errors in client records, and limited visibility into pending claims, renewals, and overall revenue, making it difficult to maintain compliance and deliver timely services.

Disjointed Workflow Management: Manual processes delayed approvals and renewals.

Limited Client Visibility: Hard to track policy status efficiently.

Document Collection Issues: Compliance documents were often incomplete.

Slow Proposal Tracking: Manual tracking caused approval bottlenecks.

Error-Prone Communications: Email-based alerts frequently missed updates.

Revenue Insight Challenges: Difficulty monitoring policy and revenue growth.

Solution

As the best Zoho partner in Calicut, we implemented a tailored CRM solution with custom modules, workflow automations, and Zoho Analytics dashboards. This optimized policy tracking, automated notifications, and integrated Zoho Books for seamless financial management.

Custom module setup

Created “Insurance Policy,” “Policy Holders,” and “Premium Plans” modules.

Enabled tracking of each proposal through defined stages efficiently.

Pipeline configuration

Five-stage proposal pipeline automated for quick approvals.

Managers could monitor deals from submission to policy creation.

Workflow automations

Email notifications triggered at key proposal and renewal stages.

Digital document collection reduced manual compliance errors.

Renewal tracking

Automatic reminders sent to clients for policy renewals.

Managers received alerts for upcoming expiring policies.

Claims management

Streamlined claims approval and status tracking process.

Reduced manual follow-ups for client claims significantly.

Compliance integration

Mandatory client sections ensured identity and nominee details captured.

Supported internal audits and regulatory compliance effortlessly.

Analytics dashboards

Real-time tracking of policies, renewals, and claim ratios.

Enabled managers to identify bottlenecks and revenue trends.

Zoho Books integration

Payments are linked directly to policy tracking for financial transparency.

Improved reconciliation between CRM and financial records.

Client communication centralization

All client emails and updates are stored in one system.

Reduced missed communications and improved service speed.

Results

Zoho CRM and Zoho Books integration transformed Everstead Advisors’ operations, improving efficiency, compliance, and client satisfaction through automation, centralized workflows, and real-time insights into policies and revenue.

Reduced policy approval time by 40%, improving client onboarding speed significantly.

Automated email alerts increased timely client responses by 60%.

Digital document collection cut manual errors by 70%, enhancing compliance.

Proposal tracking automation reduced missed follow-ups by 50%.

Renewal reminders improved on-time renewals by 45%, boosting revenue retention.

Real-time dashboards enabled a 35% faster identification of pipeline bottlenecks.

Integration with Zoho Books improved invoice reconciliation speed by 50%.

Claims processing time was reduced by 30%, enhancing client satisfaction.

Managers could track revenue growth accurately, showing a 25% increase YoY.

Client feedback

Codelattice helped Everstead supercharge business efficiency with Zoho CRM. Automation, dashboards, and financial integration improved speed, accuracy, compliance, and client experience.

Conclusion

Partnering with a certified Zoho CRM implementation expert, Codelattice, helped Everstead Advisors to fully automate policy management and client communications. Custom modules, workflow automations, and real-time analytics enabled the firm to reduce errors, streamline operations, and gain actionable insights, ensuring regulatory compliance and faster service delivery.

The integration of Zoho CRM with Zoho Books created a centralized system for tracking proposals, renewals, claims, and revenue. With automated reminders, dashboards, and compliance checks, Everstead Advisors now operates efficiently, improves customer relations and client satisfaction, and benefits from data-driven decision-making, cementing its position as a reliable and modern insurance advisory firm.

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