Insurance products

Amberis

A bespoke CRM platform for managing specialist insurance products, policies, customers, communications and operational reporting.

Bespoke CRM platform

Amberis needed a working platform around its internal processes rather than an off-the-shelf CRM forced into shape. The result is a custom system for the way its insurance products, policies and supporting teams actually work.

Pixelrift designed and built the CRM interface and backend foundations, covering customer management, policy data, products, solicitors, tasks, notes, communications, uploads and reporting.

From inception
to reporting.

01
InceptionProducts and policies created with structure.
02
ManagementCustomers, tasks and documents kept together.
03
CommunicationEvery note and message stays visible.
04
ReportingLive operations become useful oversight.

Made for
the operation.

A purpose-built CRM shaped around the policies, people and processes that make Amberis work.

01CRM UX
02Policy workflows
03Customer management
04Reporting dashboards
05Document uploads
06Backend API

Platform outcome

Built around insurance workflows

The platform gives teams structured areas for customers, policies, products, solicitors and accounts reporting, keeping operational data easier to find and act on.

Platform outcome

Communication and task handling

Notes, communication history, sent messages, previews and task views support the daily rhythm of managing policy-related work across a team.

Platform outcome

Reusable internal tooling

The interface uses a component system for tables, drawers, forms, modals, uploads, editors and permissions, making it easier to extend the CRM as new processes appear.