Client
IMG Insurance Agency Services
Industry
Insurance
Location
Brunei
Solutions Implemented
Zoho CRM, Zoho Books
Partner
TekyDoct (Authorized Zoho Partner)
Summary
IMG Insurance Agency Services is a well-established insurance agent in Brunei who built a strong reputation for delivering exceptional customer service across multiple insurance principals.
Their business, which had been operating with manually managed processes and spreadsheet-based workflows, served them well in their earlier stages. However, as the agency began planning for expansion and a broader reach, they recognized the need to scale operations without proportionally increasing manpower or operational overhead.
Managing Scale Efficiently
The increasing volume of client records and policies called for a more
streamlined, centralized system
Enhancing Client Engagement
Consistent and timely communication became essential to maintain their high
service standards across a growing customer base.
Improving Business Visibility
Deeper insights into revenue performance and operational data were needed to
support informed decision-making.
Our Approach
TekyDoct implemented an integrated solution powered by Zoho CRM and Zoho Books, tailored specifically to IMG’s insurance business needs. Key components of the approach included
Custom Zoho CRM Setup
Insurance-specific modules to centralize policy management and customer records.
Automated Communication
Email notifications for policy expiries and payment reminders to enhance client experience and reduce manual follow-ups.
Zoho Books Integration
Simplified invoicing and a robust financial tracking system for managing revenues across multiple insurance principals.
Training & Support
Hands-on training, comprehensive documentation, and post-deployment support to ensure seamless adoption and continued success.
Data Security & Compliance
Role-based access controls to maintain secure and compliant operations.
The Results
With their new all-in-one digital platform in place, IMG Insurance Agency Services now operates with enhanced speed, accuracy, and customer focus
- All policy and client data are centralized for easy access and management
- Automated workflows streamline client communications and renewal processes.
- Real-time financial tracking provides clear visibility across all insurance principals.
- Customers benefit from timely updates and a more responsive service experience.
- The team is empowered with insights that support strategic decision-making and confident business growth.
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Strategy
