Drive Sales of New Insurance Policy and Renewals
Insurance CRM with Automated list generation, Call & SMS API, Free WhatsApp (P), automated reminders, Save & Email Quotation, and more…
Policy Renewals in 2022
Tele-Callers and Field Agents
Cities in India
Onboard New Customers Easily
I. Manually Add a lead,
II. Import leads through Excel Sheets
III. Creating web forms on your website.
IV. API Driven Cross-Platform Integration
Automated Forecast & Lead Distribution
I. Active Insurance Renewal
II. Rollover Insurance Policies
● Auto & Manual Allocation of leads to Tele-Calling team or Fields Agents
Turbocharge Cross-Selling Opportunities
Easily sell complementary products. E.g.
I. Life Insurance for a customer who took health Insurance.
II. A customer who recently had a child may benefit from Life Insurance.
III. Dental or vision coverage for a customer with health insurance
Mobile Responsive Insurance CRM
Intuitive interface that provides seamless experience on smartphones, tablets, and other internet-enabled devices.
Optimize cost with Work from Home (WFH) or Work from Anywhere environment.
White Labelling and Customization
Option to get, custom Logo, Product Name, Links and Footer, Home Screen, Favicon, custom Domain Name etc.
Other Product Features
These unique product features help your business get the maximum efficiency and productivity from debt collection process
Role based Accessibility
Give role-based authorization to different users like agents, supervisors, managers for accessing customer data.
100% Auto Reminders
Get Notifications and Pop-up Reminders for all Follow-up Calls, Appointments, Customer Visits and Planned events.
Work from Anywhere
Mobile Responsive app that can be accessed on Desktop, Laptop, Tablets and Smart Phones.
100% Call Recordings
For Users on Cloud-Phone or On-Premise telecom set-up with SIP trunk or GSM Gateway devices.
On-Premise or Cloud Installation with options to White label with LOGO, Domain Names, DNS Records, Workflows etc.
FREE Document Manager
Upload, Save and Share hundreds of PDFs, JPEG images, Customer documents and refer anytime on desktop or mobile.
Flexible Pricing Model That Suits Your Business
Add or reduce CRM licenses based on the number of active users.
Pay as you go with 30 days notice period. One-Time Set-up Fee Apply.