«Diffe-rent»
Property rental іnsurance in Israel
Provides secure rental to over 5000 property owners
iUM
CASE
COMPANY:
HOW WAS IT STARTED?
- The company was already using Zoho CRM but needed to extend it’s functionality
- Cost calculations were manual, time-consuming and error-prone
- There were often delays and inaccuracies due to human error as there was no automated validation of card authenticity for withdrawals
- Benefits were paid manually. Managers were forced to spend a significant amount of time on this, which affected their productivity and the quality of their other duties
- Critical business interaction information has been communicated via the WhatsApp messaging application. This made it difficult to process, organise and monitor up-to-date data, potentially resulting in the loss of vital business information
- This made coordination and process management difficult as insurance risk assessments were carried out independently of the CRM system
WHAT WAS IMPLEMENTED?
RESULT:
- Service charges are now automatically calculated based on initial parameters: lease cost, contract length and type, and risk level
- Established card validity checks during customer communications, enabling rapid detection of any errors in payment data, and increasing the security and reliability of the transaction
- Integrated CRM with the Sumit payment platform, enabling the automation of payment processing procedures and ensuring more precise transaction execution
- Implemented a risk assessment module to help optimize processes and improve efficiency in managing risks
- Configure automatic notifications to account managers when changes are made to business information in Zoho Cliq
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