Softdigital

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Innov8tor x Softdigital: Revolutionizing Insurance Brokerage with Digital Precision

The French insurance market, with its unique nuances and complexities, presented a significant challenge for brokers. Softdigital recognized the need for a specialized CRM solution that would cater to these specific demands, but bringing this vision to life required a blend of technological prowess and market insight. Enter Innov8tor.

1. Market Research & Needs Analysis:

interviews, surveys, and competitor benchmarking, the team identified the pain points, needs, and preferences of brokers, ensuring the CRM would be both relevant and impactful.

2. Customized CRM Blueprint:

With the insights gathered, Innov8tor's tech and strategy teams collaborated with Softdigital to design a CRM blueprint. This blueprint emphasized intuitive user experience, seamless policy management, client communication tools, and integration capabilities with other essential software used by brokers.

3. Agile Development & Iteration:

Innov8tor's tech experts employed an agile development approach, allowing for continuous feedback and iteration. This ensured that the CRM not only met but exceeded the expectations of its target users.

4. Localization & Compliance:

Understanding the importance of cultural and regulatory nuances, Innov8tor ensured the CRM was localized for the French market. This included language localization, GDPR compliance, and alignment with French insurance regulations.

5. Training & Onboarding:

To ensure a smooth transition for brokers, Innov8tor developed comprehensive training modules and onboarding processes. This ensured that users could harness the full potential of the CRM from day one.

6. Continuous Support & Upgrades

Post-launch, Innov8tor continued its partnership with Softdigital, providing tech support, updates based on evolving market needs, and ensuring the CRM remained at the forefront of digital solutions for insurance brokers.