Client

IMG Insurance Agency Services

Industry

Insurance 

Location

Brunei

Solutions Implemented

Zoho CRM, Zoho Books

Partner

TekyDoct (Authorized Zoho Partner)

Summary

IMG Insurance Agency Services is a well-established insurance agent in Brunei who built a strong reputation for delivering exceptional customer service across multiple insurance principals.

 

Their business, which had been operating with manually managed processes and spreadsheet-based workflows, served them well in their earlier stages. However, as the agency began planning for expansion and a broader reach, they recognized the need to scale operations without proportionally increasing manpower or operational overhead.

Growth Challenges

As IMG Insurance Agency prepared for expansion, they encountered key growth-related challenges that required a strategic shift to a digital approach

Managing Scale Efficiently

The increasing volume of client records and policies called for a more streamlined, centralized system

Enhancing Client Engagement

Consistent and timely communication became essential to maintain their high service standards across a growing customer base

Improving Business Visibility

Deeper insights into revenue performance and operational data were needed to support informed decision-making

Our Approach

TekyDoct implemented an integrated solution powered by Zoho CRM and Zoho Books, tailored specifically to IMG’s insurance business needs. Key components of the approach included:

Custom Zoho CRM Setup

Insurance-specific modules to centralize policy management and customer records

Automated Communication

Email notifications for policy expiries and payment reminders to enhance client experience and reduce manual follow-ups

Zoho Books Integration

Simplified invoicing and a robust financial tracking system for managing revenues across multiple insurance principals

Training & Support

Hands-on training, comprehensive documentation, and post-deployment support to ensure seamless adoption and continued success

Data Security & Compliance

Role-based access controls to maintain secure and compliant operations

Results Achieved

 With their new all-in-one digital platform in place, IMG Insurance Agency Services now operates with enhanced speed, accuracy, and customer focus

All policy and client data are centralized for easy access and management

Automated workflows streamline client communications and renewal processes.

Real-time financial tracking provides clear visibility across all insurance principals.

Customers benefit from timely updates and a more responsive service experience.

The team is empowered with insights that support strategic decision-making and confident business growth.

Quote
Doris Yap
Business Owner, IMG Insurance Agency

Authorized Zoho Partner

Brunei

India

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