Customer Service Software for Insurance Providers

Efficient ticket management

Improved communication

Optimized workflow 

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Trusted by insurance providers around the world

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Why the insurance industry requires
customer service software?

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Satisfied customers are 80% more likely to renew their policies than unsatisfied customers. 

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65% of consumers have cut ties with a brand over a single poor customer service experience. 

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Less than one-third (29%) of insurance customers are satisfied with their current providers, highlighting a significant area for improvement in customer experience. 

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Satisfied customers are 80% more likely to renew their policies than unsatisfied customers. 

0 %

65% of consumers have cut ties with a brand over a single poor customer service experience. 

0 %

Less than one-third (29%) of insurance customers are satisfied with their current providers, highlighting a significant area for improvement in customer experience. 

The ticketing system for the insurance industry

Create tickets, streamline operations, enhance communication, and improve your insurance business. 

Efficient management

With Desk365, insurance companies can efficiently manage policy inquiries, claims follow-up tasks, and client requests. This ticketing system organizes requests into a centralized dashboard, allowing staff to prioritize and address them promptly. 

Improved communication

Desk365 facilitates seamless communication between insurance agents, administrative staff, and clients. Through features such as automation, internal messaging, and client portals, insurance teams can collaborate effectively and ensure clear, timely communication. 

Optimized workflow

Desk365’s automation capabilities help streamline routine tasks and processes within insurance companies. The ticketing system automates repetitive tasks, reducing manual workload and improving operational efficiency. 

Enhanced client experience

By streamlining operations, Desk365 enables insurance providers to deliver a smoother, more personalized experience for clients. Faster response times and improved access to information contribute to higher client satisfaction levels. 

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Keep your sensitive insurance data secure

We prioritize the safety of your valuable information, exemplified by our adherence to SOC2 Type 2 compliance standards. Our platform is HIPAA compliant and hosted on AWS Cloud and Microsoft Azure, featuring robust encryption, secure authentication, and GDPR compliance. Trust in us to securely handle and protect your data, ensuring peace of mind for both you and the public we serve. 

Enjoy the benefits of a centralized helpdesk for insurance

Automations

Desk365’s automation features are essential for streamlining insurance operations by simplifying processes, reducing manual tasks, and improving overall efficiency. Address challenges easily by categorizing them based on who needs to resolve them and when using the automation rules. 

Knowledge base

Create and manage knowledge base for both internal use and for clients. Let your clients and staff know about policy details, claims procedures, and other relevant information. This reduces the number of incoming tickets and helps provide quicker resolutions. 

SLAs

In the insurance industry, where timeliness and precision are critical, Desk365’s SLAs are tailored to meet the unique needs of insurance organizations, offering customizable parameters such as response times, resolution times, and ticket prioritization. 

Reporting and analytics

The Reporting and Analytics feature in Desk365 offers insurance organizations valuable insights into their helpdesk operations, enabling data-driven decision-making and continuous improvement. By monitoring key performance indicators such as ticket volume, and resolution times, insurance professionals can ensure efficient service delivery and resource allocation. 

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Essential features of insurance helpdesk software

Desk365 offers a range of features designed to improve the efficiency and effectiveness of your support team. 

  • Sort and manage tickets : Organize and prioritize support tickets for streamlined handling.
  • Automate repetitive tasks : Minimize manual effort and enhance efficiency with workflow automations.
  • SLAs : Ensure timely responses and resolutions with customizable Service Level Agreements.
  • APIs, webhooks & connectors : Seamlessly integrate with other tools and platforms for a cohesive support ecosystem.
  • Draft with AI : Use AI to generate and refine responses, saving time and boosting accuracy.
  • Instant notifications : Receive real-time updates on ticket statuses and important activities to stay informed.
  • Custom views : Tailor ticket views to meet specific needs and preferences for enhanced workflow management.
  • Canned responses : Quickly address common issues with pre-written responses to improve efficiency.
  • Custom ticket forms : Create tailored forms to capture essential information and streamline ticket submission.
View all features

Choose a partner that helps you succeed

"Desk365 has got all the right ingredients that a helpdesk solution needs under its belt. We use them to manage support for our inhouse & partner product portfolios, custom developments and change management requests. They are constantly innovating and bringing great features at a rapid pace. Apart from the great product itself, they have a fantastic customer support team that is always there to support you and get the features that you want to be implemented in the helpdesk."
Jugal Piplani
Jugal PiplaniTechnical Solutions Manager, Gapcloud
"Desk365 has plenty of features which we love to use. With other tools, we tried, there was always a learning curve. Not with Desk365, simple and fast. The email ticketing module is very intuitive to set up and use. The integration with Microsoft Teams was a big selling point to us. We can work on Tickets within MS Teams, even the customers Tenant can be integrated. Very fast way to communicate with the customers. The standard SLA and the option to set different, special SLAs to some customers make it easy to keep up with all the tickets."
Jan Schwärzel
Jan SchwärzelCTO, ComSet AG
"Desk365 has absolutely improved our ability to process internal/external requests. I needed a software solution that could be easily implemented for a reasonable price point and Desk365 delivered. I have been very impressed with the responsiveness of the Desk365 team and their assistance in configuring the software to fit our needs. Highly Recommend."
Jessica Harrison
Jessica HarrisonSr. Associate, Christopher Consultants, Ltd.
"After testing many other helpdesk solutions, we have been utilizing Desk365 for 10 months and have been hugely impressed with its ease of use, speed and simplicity. Everything we need to provide excellent customer support via email (our primary support channel) is available in one place, updates on new features are regular and concise and any requests for new features are reviewed and implemented quickly. A very good system all round."
Andy Roberts
Andy RobertsNetwork & Communications Support Specialist,
CSG
“We heavily utilize Teams and other Microsoft 365 products and with Desk365’s easy and tight integration with Office 365, it was a natural fit. Our adoption was seamless and we now have a much (much) higher use of the ticket system by end users—instead of the office visit ticket or phone call. With the ability for users to make a ticket in Teams, email or the portal at a click of a button—users naturally gravitate to actual ticket creation. Truly an outstanding product with a knowledgeable, prompt and courteous staff. "
Ryan Geiler
Ryan GeilerIT Director, Community Medical Center

Choose the right ticketing system for your
insurance agency

Check out how Desk365 can be your ultimate helpdesk solution for your insurance agency.

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No credit card required.