Sirma InSuite for Creatio
It is a solution covering main core insurance processes in life, non-life and health insurance industry.
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Integration via Creatio API
StarfishETL integration for Creatio
A powerful iPaaS for integrating Creatio with all kinds of other business solutions
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Advanced list setup for Creatio
Configure column setup for each folder
