NEOPOLIS · PRODUCTS & SERVICES
Geoprod CRM & BPM
Connect customer relationships to business workflows.
Geoprod combines CRM, workflow management and operational reporting in a SaaS platform designed for insurance and financial services.
Let’s discuss your project
- 01Prospect
- 02Distribute
- 03Manage
- 04Monitor
From business needs to everyday use.
WHAT WE DO
Expertise that connects to your work
Customers & distribution
Centralize customer knowledge, track opportunities and coordinate distribution networks and customer service.
Workflows & documents
Organize tasks by role, automate repetitive steps and support document sharing and traceable actions.
Pricing & reporting
Connect pricing simulations, transactions and business indicators. Give teams a shared view of their processes.
HOW WE WORK
A platform shaped around your organization
Sales, marketing, customer service and analytics work together around your business journeys. Deployment scope, integrations and modules are agreed with your teams and validated against representative cases.
Explore further
From the first conversation to ongoing policy operations.
In insurance, customer relationships are part of a chain of distribution, documents and decisions. Geoprod aims to connect these stages and give teams a shared view of the journey. Configuration should reflect each organization’s roles, approval routes and business rules.
