Communications and CRM
Unify and Strengthen Policyholder, Broker, and Partner Interactions
ISI Core’s Communications & CRM module brings every interaction, task, and document into a single connected view. Integrated directly across all modules it gives teams immediate access to external communications and history without switching systems. Insurers and MGAs can manage outreach, automate documentation, and improve responsiveness with support of a built-in AI Assistant to deliver a consistent experience.
Key Capabilities That Strengthen Daily Operations
Centralized Communication Tracking
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Track all policyholder, broker, reinsurer and vendor communications in one place
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Access every email, document, note, and task linked to any policy, claim quote or contact
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Search, filter, and group related communications across multiple linked entities for faster retrieval
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Maintain a complete history of all correspondence for compliance and service tracking
Streamlined Task and Activity Management
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Assign and monitor tasks related to clients, policies, or claims directly within ISI Core
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Create and store notes to record conversations or key decisions
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Set reminders and follow-ups to ensure timely responses and accountability
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Improve coordination across departments by linking activities to shared records
Intelligent Assistance and Automation
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Use ISI’s AI Assistant to draft more refined client communications and summarize email threads
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Generate letters, messages, and updates automatically based on pre-set rules or events and store as a note
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Identify follow-up opportunities and overdue communications through AI-driven prompts
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Reduce manual effort while maintaining a professional and consistent communication tone
Enhanced Integration and Security Controls
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Integrate seamlessly with Outlook, document management, and other ISI Core modules
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Enforce user-level security and access permissions across communication types
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Ensure only authorized users can view or modify sensitive correspondence
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Maintain compliance and data protection with full audit trails and secure storage
Business Outcomes You’ll Achieve
With ISI Core’s Communications & CRM module, insurers and MGAs gain a unified view of all interactions that improves efficiency, transparency, and relationships.
- Improve responsiveness with full visibility into policyholder, broker and partner communications across all departments
- Eliminate communications silos and reduce manual tasks through automation and AI support
- Strengthen compliance and accountability with centralized records and audit trails
- Deliver more personalized and consistent communication experiences with AI support.
FAQs
What does the Communications and CRM module do within ISI Core?
The module centralizes customer, broker, and partner communications across policy, billing, and claims. It stores contact information, manages communication history, and automates outbound messages such as notices, emails, reminders, and updates. All interactions are linked to the relevant policy or claim for a complete customer record.
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How does the module improve communication for underwriting, billing, and claims teams?
Teams can send emails, notices, and follow ups directly from the policy or claim file using configured templates. All communication is logged automatically, which reduces manual tracking and improves consistency across departments.
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Can insurers configure communication templates and rules?
Yes. Insurers and MGAs can configure templates for notices, emails, letters, bills, claims correspondence, and renewal packages. Rules can determine when messages are triggered, what content is included, and which channels are used. Templates can vary by product, jurisdiction, or communication type.
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Does the module support automated reminders, notices, and dunning workflows?
Yes. The Communications module can automatically send reminders for payments, missing documents, renewals, follow ups, and cancellations. Dunning rules can be used for overdue premium reminders. All automated messages are tracked and stored for audit and compliance.
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Can the module store and display complete communication history?
Yes. All inbound and outbound messages, including emails, notices, letters, system events, and portal interactions, are stored in the communication log. Users can filter, search, or review communication history at the policy, claim, or account level.
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Can this module integrate with external CRM, marketing, or engagement platforms?
Yes. ISI Connect APIs supports integration with external CRM systems, marketing automation tools, and communication platforms. Structured data feeds and APIs allow customer information, communication triggers, and status updates to flow between ISI CoreTM and external systems.
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How does the module support compliance for communication and documentation?
All templates follow version control, and messages are stored with timestamps, recipients, and audit history. Regulators can review communication history for any policy or claim. Jurisdictional variations for notices, timing, and required content can be configured to maintain compliance.
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Other Supporting Modules
