Why Health Insurance CRM is different
Health insurance CRM is a policy lifecycle problem
Health insurance companies and brokers manage policy relationships across acquisition, onboarding, annual review, renewal, and claims. Each stage has different CRM requirements and different regulatory obligations. Most health insurers have strong policy administration systems but weak CRM — the commercial relationship context that sits around the policy record is managed in email, spreadsheets, and personal networks.
Talk to a Health Insurance specialist →What we deliver
CRM services for health insurers
Client result
What we delivered for a Health Insurance business
"We had the tools and the team. We just needed someone to build the system that connected them. Celumai did that in twelve weeks. What we have now would have taken us two years to build ourselves."
Insights
Articles written for Health Insurance professionals
Regulatory & compliance context
We design CRM for health insurers that satisfies FCA ICOBS requirements for insurance distribution, Consumer Duty fair value and claims handling obligations, GDPR and UK GDPR for health data as special category personal data, ABI voluntary commitments on claims handling, and IPT reporting data requirements.
Free assessment — Health Insurance
Start your health insurance CRM project
Tell us about your product lines and current renewal process.