Insurance CRM                               Insurance-Specific functionality puts carriers in control


Fully integrated with Sunlight Suite’s Policy Administration, Billing, and Claims, users can add an element of CRM to every customer interaction.  Sunlight Suite manages CRM for complex Insurers – multi-line, personal or commercial, admitted and surplus lines.  It is easy to interface and is fully integrated with Social Media.

Our CRM is fully deployable to all insurer key functions such as Marketing, Underwriting, Operations, Licensing, Contract Maintenance, Compliance, Loss Control, Claims, Product Administration, Executive, Internal Audit and Finance.

Sunlight CRM is functionally robust and supports technical needs.  It is configurable, scalable, easy to interface, and has an intuitive user interface.  It is delivered with Microsoft BI, which empowers carriers to access their data efficiently and accurately.

Sunlight Suite CRM supports:

  • Producer’s Legal Entity
  • Organization structures
  • Affiliations
  • Multi-location
  • Contracting
  • License Maintenance
  • Appointment Maintenance
  • Background Checks
  • Line Authorization
  • Compliance
  • Commissions
  • Communication Management
  • IT User Authority
  • Print Control
  • Producer Contacts
  • Insurer Contacts
  • Underwriting / Binding Authority
  • Customer Demographics
  • Contest Tracking
  • Major Customer Events/ Emails
  • Customer Surveys


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