Advanced CRM for Brokers
"Let's provide both an application and client login/portal for your customers to manage, view, and 100% utilize all allotted benefits of their various insurance policies. "
Client Portal Features:
Clients can easily access:
- Policy documents
- Payment history and renewal reminders
- Submission and access to all policy-related documents between the client, insurance provider, and various insurance broker departments—ending the never-ending email chases for all purposes.
Broker Salesforce Features:
- Sales Efficiency: The CRM Smart application provides the Insurance Broker Salesforce the ability to efficiently generate enquiries, create client profiles, and comply with all compliance and underwriting criteria for smooth functioning
- Lead Processing:The CRM allows the salesforce to generate quick quotes for all lines of business to assist clients and then filter only the converted enquiries to the respective departments to process the insurance requirements.
- Renewal Management: CRM also assists to seamlessly manage the renewals of clients by alerting on renewal requirements and expiry dates of all basic documents between clients and departments, avoiding non-stop email trails.
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