The Best CRM for Social Insurance Beneficiary Services

Social insurance beneficiaries’ services are the basis for protecting the rights of participants and retirees. The Foundation works to provide new digital solutions that help people to access services quickly and effectively. Updating data and disbursement of benefits to limit follow-up applications and easy communication Social Insurance offers a comprehensive system in line with modern technology and meets the needs of beneficiaries with the best quality. This article takes a look at the most important services offered by Social Insurance and how it contributes to improving the beneficiaries’ experience and strengthening their financial security.

What is a social insurance institution?

The Social Insurance Foundation is a government entity aimed at protecting persons working in the public and private sectors to ensure a comfortable life for them and their families in retirement, disability, death or work injury. The institution collects contributions from workers and employers and provides compensation to eligible groups.

Statutes provided by social insurance institutions

The services of social insurance beneficiaries in the Arab States offer a series of statutes aimed at protecting workers and their families, usually including:

• A pension scheme that guarantees a fixed income to individuals after reaching retirement age or if they choose to retire early. This is determined by the duration of their contribution and the amounts paid.
• The Disability Insurance Scheme provides financial assistance to persons with total or partial disabilities that prevent them from working whether this disability is the result of an injury at work or any other health condition.
• The death insurance system guarantees the payment of pensions or compensation to the families of deceased persons and in order to guarantee income to beneficiaries of their families.
• The Employment Injury Insurance scheme covers treatment expenses and compensation for those who are injured at work and provides alternative income during the period of their inability to work.
• The unemployment insurance system, which in some States provides temporary financial support to persons who have lost their jobs unwillingly to assist them during their search for new employment.

Beneficiaries of social insurance institutions

Beneficiaries’ social insurance services in Saudi Arabia provide protection for workers through various insurance programs covering pension disability death and work injuries and benefiting from the following categories:

Saudi Workers

Compulsory for employees in the public and private sectors.

Includes retirement insurance and compensation on disability or death.

Non-Saudi workers

They are covered by work injury insurance only.

They are not covered by retirement insurance.

Excepted categories

State and military personnel (they have special regulations).

Domestic workers, hunters and temporary workers (their work does not require participation).

Categories that can subscribe optional

Entrepreneurs and self-employed professions such as doctors and engineers.

Saudi workers working abroad without an employer in the Kingdom.

Former subscribers stop their subscription and want to continue.

The importance of having a customer relationship management system for social institutions

CRM customer relationship management systems are very vital tools for social insurance beneficiaries services. They contribute to improving their interaction with beneficiaries and enhance work efficiency. The following are some of the main benefits of using the CRM system in the social insurance institution:

• CRM enables the collection and storage of beneficiaries’ information in an orderly manner which is easily accessible and analyzed to make better decisions.
• The system helps monitor beneficiaries’ interactions with the organization, allowing teams to provide dedicated support and meet their needs more efficiently.
• CRM facilitates day-to-day work such as scheduling and ticket sending, reducing errors and saving time to focus on important ideas and strategies.
• By studying beneficiary data, social organizations can create more effective awareness-raising campaigns targeting the appropriate group and achieving better results.
• The system provides a central platform for diverse teams within the organization which contributes to information exchange and improved coordination and thus enhances overall efficiency.

Tasks performed by the Social Enterprise CRM Programme

The Customer Relationship Management System is an important tool for beneficiary social insurance services to enhance their interaction with beneficiaries and achieve their objectives efficiently. The tasks of the Programme in this context include:

• Collect and store contact information and interact with beneficiaries and volunteers in a centralized database that is easily accessible and managed.
• Facilitating continuous communication with beneficiaries through multiple channels such as email and social media, thereby enhancing relationships and ensuring that their needs are met.
• Complete routine tasks such as scheduling meetings and sending a ticket, thus increasing the efficiency of daily operations.
• Provide reports and analyses on beneficiaries’ interactions and needs, helping to make informed decisions and develop programmes and services.
• Organize and track social campaigns and programmes and assess their effectiveness to ensure the achievement of the desired goals.
• Facilitate the sharing of information between different task forces thereby enhancing coordination and cooperation to achieve the best results.

How Hollat contributes to the provision of social insurance beneficiaries’ services

Hollat provides an integrated solution for institutions that provide social insurance services. It facilitates the management of beneficiaries’ data and improves the user experience through a smart interface and advanced analysis tools. The system allows tracking requests, completing processes and ensuring rapid responsiveness to the requirements of beneficiaries. This enhances transparency and operational efficiency. Hollat helps reduce administrative errors, improve claim management and provide detailed reports that support strategic decision-making.

Here we are at the end of the article that contains all the information you are looking for regarding the services of social insurance beneficiaries and hollat platform is one of the best platforms that provide customer management service to social institutions in a great way that increases the quality of the enterprise.