CRM Renewal Opportunities & Task Workflow Testing Services for Government Insurance Company in Middle East

The Insurance company was facing the following challenges in managing its Policy Renewals, highlighting the need for a CRM task-based workflow system

Manual tracking of renewals, TAT calculations & assignment of work consuming a lot of time
Lack of visibility to understand the progress made on each opportunity. Low visibility over credit control issues during policy booking & trail for a chance at all levels
Lack of accountability and monitoring ability. Pipeline Management was scattered among different systems, and in most cases, it was manual
Manual Excel-based sheets to track and view upcoming and ongoing opportunities
Sales/Renewal targets were managed and reported manually

Collaborated with business stakeholders and conducted in-depth exploratory testing to develop a comprehensive understanding of the system’s functionalities
Evaluated the CRM’s user interface, ensuring it is intuitive and easy to use for end-users. Gathered feedback from actual users to identify any usability issues
Involved end-users in the testing process to validate that the CRM meets their needs and expectations
Verified data accuracy, consistency, and integrity. This involved validating data migration processes and ensuring no data loss or corruption
Performed regression testing to ensure new updates or changes do not break existing functionalities
Documented test artefacts in ADO & ensured the right and efficient strategy is being followed in all stages of the Testing life cycle

Insurance