Insurance Agency Company

Industry:

220%

ROI

$112K

Saved in costs

6

Fewer Tools

Challenge

Sigorta Birimi needed to update its outdated and insecure software to better manage processes and facilitate growth. Disorganized and scattered data negatively affected operational efficiency. The company had no prior experience working with a software firm, resulting in insufficient technology literacy among its staff. Customer tracking and reporting systems were ineffective, and the CRM system was not functioning efficiently. Additionally, there was a lack of a customer portal and support system. The inadequacy of remote working and communication tools also posed a significant issue. Sigorta Birimi required a comprehensive software solution to address these challenges and achieve its digital transformation goals.

Solution

Masu provided a comprehensive solution to all the challenges faced by Sigorta Birimi. Firstly, the outdated WordPress-based system was upgraded with a modern user interface and enhanced security measures, improving customer experience and data security. Disorganized and uncategorized data was organized and secured. Training modules and videos were provided to help staff understand the new system. A new CRM system was developed, enhancing customer communication and staff efficiency. Additionally, a portal was created where customers could view their information and submit support requests. Reporting processes were automated, customer data was made compliant with KVKK (Personal Data Protection Law), and necessary tools for transitioning to a remote work system were provided.
Buskirala
Buskirala.com, established in 1989, provides reliable transfer and public transportation services across Turkey. With decades of experience and a wide service network, the company has built a strong reputation for supporting its customers and delivering excellence in the transportation sector.

Challenge

Sigorta Birimi needed to update its outdated and insecure software to better manage processes and facilitate growth. Disorganized and scattered data negatively affected operational efficiency. The company had no prior experience working with a software firm, resulting in insufficient technology literacy among its staff. Customer tracking and reporting systems were ineffective, and the CRM system was not functioning efficiently. Additionally, there was a lack of a customer portal and support system. The inadequacy of remote working and communication tools also posed a significant issue. Sigorta Birimi required a comprehensive software solution to address these challenges and achieve its digital transformation goals.

Solution

Masu provided a comprehensive solution to all the challenges faced by Sigorta Birimi. Firstly, the outdated WordPress-based system was upgraded with a modern user interface and enhanced security measures, improving customer experience and data security.

Disorganized and uncategorized data was organized and secured. Training modules and videos were provided to help staff understand the new system. A new CRM system was developed, enhancing customer communication and staff efficiency. Additionally, a portal was created where customers could view their information and submit support requests.

Reporting processes were automated, customer data was made compliant with KVKK (Personal Data Protection Law), and necessary tools for transitioning to a remote work system were provided.

SİGORTA BİRİMİ
Sigorta Birimi is an insurance agency specializing in health insurance, serving over 20,000 customers for the past 10 years. With a customer satisfaction-focused approach and experienced teams, they provide reliable and comprehensive insurance services.