CiGMA

CiGMA

The Latest Cloud based CRM

Developed with the insurance industry in mind, CIGMA has a standardised way of interacting with customers. Which means you’ll never have to worry about regulatory compliance issues again.

All sales teams, brokers, underwriters and management can log in either from a website or from a mobile device and check, approve or monitor client records and quotes. All changes to each client record are fully recorded. CiGMA has now sailed through several high level compliance audits without any issues- the system is completely up to date with the latest requirements.

Online quote forms can be created exactly to your needs and specifications and changed over time as your business needs change. Designed around your needs – secure, reliable, flexible. CiGMA.

360 customer view

CiGMA offers a platform in which customer interaction and Underwriter confirmation is all one click away. Monitor, Distribute, Filter, set lead reminders – CiGMA provides total control.

Builds stronger relationships

CRM enables a closer relationship with your users and market. Move away from policy orientated marketing and closer to customer centric marketing.

Boosts revenue

Across all sectors it makes sense that a closer connection with the market will yield an increase in revenue. Even with limited CRM capabilities you can improve your revenue and your customer satisfaction.

Industry specific

We understand that Industry sectors require different tools. That’s why we design each CRM specifically for your needs and update them as they change.

Truly Bespoke CRM

No businesses are exactly the same

Just for you
Although the tools in CiGMA were designed with insurance in mind, you don’t need to be in that sector to enjoy all the benefits. We can adapt the software specifically for your needs- just tell us how you want it.
Real support
Companies can spend thousands on consultation fees when setting up a new CRM. With CiGMA, you eliminate the middle man. Nobody knows our product better than we do, and we want to share that knowledge with you. We offer training for all staff to ensure everyone gets the most out of their new system.
Improved Lead pursuits
CiGMA provides a flexible, inclusive platform to communicate with all leads. Providing template Emails, Email inbound/ outbound and SMS integration. Developing stronger customer relationships has been streamlined.

Learn More about our customisable dashboard- EVE

Designed for the Insurance Industry

Seamless Broker and Underwriter communication

Broker
Broker logs into the system and instantly sees a time-sorted list of all client applications. If automatic quotation has not been selected, then the broker can review the case and confirm the generated quote. If the record must go to the Underwriter to quote or on cover, then they can be immediately notified in one simple click.
Underwriter
The Underwriter logs into the system and can see the time-sorted list of quotes. Underwriter can click to instantly confirm the order, add conditions or review cases. We created a single system for a complete Client to Underwriter process. With CiGMA, the broker, client and underwriter communication pipeline has been made seamless.
Customer Journey
1. Customer visits broker website and completes application form
2. CIGMA server validates the application and the account is created
3. The Broker & Underwriter is notified of the new application and CIGMA automatically sends a response
4. Customer can digitally sign the quotation and their online account instantly updates
With our embedded quote engine, customers will instantly receive an automated quotation

Learn more about Email Marketing Services

CiGMA

360 customer view

Builds stronger relationships

Boosts revenue

Industry specific

Truly Bespoke CRM

No businesses are exactly the same

Just for you

Real support

Improved Lead pursuits

Designed for the Insurance Industry

Seamless Broker and Underwriter communication

Broker

Underwriter

Customer Journey