intelliO for Insurances

Whatever insurance products you offer, save time, build a loyal customer base and be customer centric with outstanding CRM tools built specifically for insurance products and services.

Effectively engage with customers based on their needs. Identify customers that are high priority and engage effectively with them.

Streamline Insurance processes and communications - Automate emails, sms, telephony at the click of a button to make engagement simple.

Improve agent productivity by measuring efficiency of an agent's day, from initial log on through to the end of the shift and identify best and worst performing agents through dashboards.

Build a customer base that always renews using automated marketing and communication tools to identify policy end dates and create renewal processes that make renewing a breeze for customers.

Want to see if intelliO can help your Financial Services business?

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  • Intellisoft Ltd,
  • Floor 2, Manfield Chambers,
  • 17 St Sepulchre Gate, Doncaster DN1 1TD

  • Tel: +441302 430 874
  • email:

  • Company Number: 11994897
  • VAT number: GB 344104732

intelliO is the flagship product
of Intellisoft Ltd.

We are Cyber Essentials Certified

Cyber Essentials Certified