Finance and insurance
Insurance brokers, lenders, investment advisors, financial consultancies: your prospects come in through several channels, your files go through many stages and your data must stay under control.
Bitrix24 centralises prospects, requests and documents, automates repetitive tasks and keeps the full history of every file. MonCRM sets it up with you.
The problem
A loan application, an insurance policy or an investment goes through several hands: advisor, analyst, back office, partner. Each stage requires documents, approvals and follow-ups.
When those files live in e-mails and spreadsheets, response times grow, prospects lose patience and it becomes hard to prove who did what, precisely the traceability that clients, partners and regulators expect.
Your challenges
01 The problem
Lost prospects, delays and inconsistent follow-up when requests arrive by phone, website, messaging apps and e-mail.
With Bitrix24
Every request centralised
No missed prospects or requests, with faster and more consistent responses.
02 The problem
From first contact to signature, it is hard to know who owns each case, what stage it is in and what is needed to move forward.
With Bitrix24
Real-time pipeline visibility
Full, real-time visibility into every prospect and request, to spot and remove bottlenecks early.
03 The problem
Credit, insurance, investment: without a defined process, there is no clear control over stages, owners or deadlines.
With Bitrix24
Structured requests
Every request follows a defined flow from intake to closing, with owners, deadlines and documents in one place.
04 The problem
Reminders, assigning owners, status notifications and manual reporting eat up valuable staff time.
With Bitrix24
Repetitive tasks automated
Fewer human errors and more time to advise clients and close deals.
05 The problem
Sensitive information without access control is hard to audit against industry requirements.
With Bitrix24
Controlled, traceable access
Role- and responsibility-based access, with the entire operation documented and traceable.
06 The problem
Accounting, payments, marketing, telephony: duplicated data and siloed processes.
With Bitrix24
Your tools connected
Bitrix24 becomes the operational hub, connected to the rest of your software.
07 The problem
Without measurement, it is hard to spot bottlenecks, track response times and improve conversion.
With Bitrix24
Real-time KPIs
Real-time reports and dashboards for the pipeline, response times and conversion by channel.
What you gain
You follow each client from first contact through onboarding and ongoing service. Files are processed faster, operational risk goes down, and sales, operations and administrative teams work from the same information.
How we work
Products offered (credit, insurance, investment), stages of each file, required documents, approvals and stakeholders, data access rules.
One process per request type, with its stages, deadlines and documents; assignment rules, automatic follow-ups and notifications; access rights by profile.
Connecting channels (website, telephony, WhatsApp, e-mail) and your business software through the API, and importing your client portfolio.
A pilot with one team, training by profile, then KPI reviews and adjustments.
Yes. Each request type can have its own process, with its stages, documents, owners and deadlines. The file stays linked to the client and every interaction is kept in its history.
No software does that on its own. Bitrix24 provides the means: role-based access rights, a history of every action, centralised documents and e-signature. We include the CNDP steps (Law 09-08) in the project; obligations specific to your business should be validated with your compliance team.
Yes, through the Bitrix24 REST API and webhooks, or automation tools such as n8n, which can be hosted on your own servers.
With Bitrix24 Cloud, data can be hosted in Europe. If you want to keep it in Morocco or on your own infrastructure, the self-hosted (on-premise) edition installs on your servers or in a Moroccan data centre. Either way, we include the steps required with the CNDP (Morocco's data protection authority, Law 09-08) in the project.
Walk us through a typical request, and we will show you how Bitrix24 would track it and what it can automate.
