We have lot of exclusive features that we have specially designed for this system, many of the features are not available in a generic CRM package as we have tailored it to the insurance industry.
Please see below to find our more.
We have developed an extremely handly feature called Mutli Quote. This allows you to create one quote but receive up to nine quotes back with different benefit amounts, saving you time and money.
Once the quotes have been returned, we have tools to display them in a friendly matter.
When the policy is close to the renewal date our system can automatically send the client a text message informing them that the policy is due for renewal. You can customise the content of the message.
The client will then contact you regarding their policy and you can preform quotes.
We have created a mobile version of our CRM for staff on the go. We have integrated our industy leading quote system into our mobile site, so you can have all the great functions but you are not tied to your desk!
We have designed our system around the client. All the details regarding that client are within easy reach.
Bulit onto our simple yet power mutli quote system, we have a feature that will combine several quotes and create an easy to understand document.
This will help inform the client on the best option for their current position.
To continue with our ease of use ethos, as you type into a search box our site is already trying to find the client.
To continue with our ease of use ethos, as you type into a search box our site is already trying to find the client.
Traditionally getting group private medical quotes can be somewhat of a chore, those days are gone! With our revolutionary new group quoting system things could not be simpler, a onetime set up to all of your insurance panel and with a click of a button your group quotes get sent. The huge difference being they all come back under one client so no more trawling through emails to find out what quote was sent when.
